Wealth Operations Specialist

Macquarie Group; Sydney; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Wellbeing leave day

Service bonus leave days

Parental leave (up to 20 weeks)

Gender affirmation leave

Employee Assistance Program

Job summary

Macquarie Group is seeking a Wealth Operations Specialist to be the first point of contact for Wrap platform inquiries. You will leverage organizational skills to manage client requests and deliverables while building strong relationships and resolving issues promptly.

The role emphasizes client service excellence, attention to detail, and the ability to work across teams within a flexible, hybrid environment.

Qualifications

• Excellent client service experience and written and verbal communication skills.
• Detail oriented and analytical mindset.
• Prior industry knowledge in a processing or operations role.
• Demonstrated ability to engage with clients and business groups.
• Ability to process information in a timely manner.

Responsibilities

• Serve as the first point of contact for Wrap platform inquiries and client requests.
• Manage client deliverables and maintain effective relationships to resolve issues.
• Collaborate with internal teams to meet regulatory and procedural requirements.

Skills

Client service

Communication

Detail oriented

Industry knowledge

Relationship building

Information processing

Job description

Our Wealth Operations team is focussed on effectively managing all client queries in line with regular procedures and legislative requirements. We provide high-quality service and the timely management of requests.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As a Wealth Operations Specialist, you will be the first point of contact for all matters relating to our Wrap platform. You will utilise your organisational skills to manage client requests and meet client deliverables. Your delivery focus and the ability to develop and maintain effective relationships will assist in your ability to analyse and resolve issues.

What you offer

• Excellent client service experience and written and verbal communication skills
• Detail oriented and analytical mindset
• Prior industry knowledge in a processing or operations role
• Demonstrated ability to engage with clients and business groups
• Ability to process information in a timely manner.

What we offer

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.