Wealth Ops Specialist: Client Care & Platform Support

Macquarie Group; Sydney; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Wellbeing leave day per year

Service bonus leave days per year

Parental leave up to 20 weeks for news

Transition leave upon return to work

Paid leave for non-primary caregivers

Volunteer leave and donation matching

Gender affirmation leave

Employee Assistance Program and well‑n

Salary packaging options

Learning and development opportunities

Hybrid and flexible working

Job summary

Macquarie in Sydney is seeking a Wealth Operations Specialist to be the first point of contact for Wrap platform queries. You will use your organisational skills to manage client requests and deliverables while building strong relationships.

The role focuses on analysis and resolution of issues, supporting a high standard of service in a flexible, hybrid working environment with emphasis on compliance and client outcomes.

Qualifications

• Excellent client service experience and strong communication skills.
• Detail oriented with an analytical mindset.
• Experience in processing or operations roles.
• Proven ability to engage with clients and business groups.
• Ability to process information in a timely manner.

Responsibilities

• First point of contact for Wrap platform inquiries.
• Manage client requests and meet deliverables.
• Analyse and resolve issues with stakeholders.
• Develop and maintain effective client relationships.

Skills

Client service

Detail oriented

Operations knowledge

Client engagement

Timely processing

Job description

Macquarie in Sydney is seeking a Wealth Operations Specialist to be the first point of contact for Wrap platform queries. You will use your organisational skills to manage client requests and deliverables while building strong relationships.

The role focuses on analysis and resolution of issues, supporting a high standard of service in a flexible, hybrid working environment with emphasis on compliance and client outcomes.