Client Success Advisor - Live Chat Finance

Macquarie Group; Victoria; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Wellbeing leave

Service bonus leave

Parental leave

Transition leave

Volunteer leave

Gender affirmation leave

Employee Assistance Program

Salary packaging

Learning & development

Hybrid work

Home equipment reimbursement

Job summary

Macquarie Group, in Australia, seeks a Client Service Consultant to be the friendly first contact for clients through live chat and phone for retail banking support.

You will ask insightful questions, provide effective solutions, escalate issues when needed, and help improve guides and processes. The role offers hybrid and flexible work arrangements with a strong focus on customer service excellence.

Qualifications

• Strong problem-solving abilities to resolve multifaceted client issues.
• Deliver excellent customer service with empathy and timeliness.
• Able to perform in a fast-paced environment with targets.
• Exceptional communication and high accuracy typing.
• Adhere to contact centre processes and guidelines.

Responsibilities

• Understand client needs and advise on financial products via live chat and phone.
• Ask insightful questions and provide effective solutions.
• Escalate issues to supervisors and contribute to best-practice guides.
• Direct queries to appropriate support teams.

Skills

Critical thinking

Excellent communication

Empathy

Typing speed

Attention to detail

Job description

Macquarie Group, in Australia, seeks a Client Service Consultant to be the friendly first contact for clients through live chat and phone for retail banking support.

You will ask insightful questions, provide effective solutions, escalate issues when needed, and help improve guides and processes. The role offers hybrid and flexible work arrangements with a strong focus on customer service excellence.