Client Account Specialist

6 months ago

Perth, Australia BT Financial Group Full time

This is an entry-level opportunity for a passionate customer service superstar to embark on a long-term career with BT Financial Group.
- Gain valuable experience through our comprehensive paid training program.
- Work in a permanent, full-time role based in our Perth office

**How will I help?**

BT is the wealth management arm of the Westpac Group and has been helping Australians protect, manage, and grow their wealth since 1969. The Client Account Specialist is responsible for supporting our Advisors and their Clients to access and trade via our Panorama Wealth Platform. This role is responsible for the technical administration and relationship management to ensure our customers can exercise their trading strategies across Equities, Managed Funds and Managed Portfolios.

This role plays a critical role in facilitating client requests by managing all aspects of Managed Fund trades, ensuring accuracy and timeliness. The role responsibilities include but are not limited to:

- Working within Panorama and Asgard Workflow to deliver all Customer Transactions, including, the setup, administration, and closure of Managed Funds
- Review and investigation of daily trading exception reports to ensure our settlement obligations are met
- Compile pricing for asset daily and monthly
- produce reports using Ms excel and access and in-house systems as required including report for management and directors
- identification and transformation of data from source systems
- monitoring integrity of data sent to customers
- Proactively identify issues problems and opportunities to contribute to potential solutions regarding process efficiency
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding Process Efficiencies
- Manage individual workflow to ensure all deadlines are met, including legislative requirements, ASX requirements and Customer Service Delivery service standards
- Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management of the Model Portfolios and underlying processes

**What’s in it for you?**
You will build your profile internally with senior stakeholders and be part of the future of a business that has been around for 200 years. You'll be working for an organisation that supports development, internal career moves and flexible working. Along with competitive salary, you’ll receive Westpac’s generous benefits and a whole array of customer discounts.

**What do I need?**

We're looking for a highly motivated individual with an interest in banking and strong analytical skills. You'll leverage your ability to think laterally and collaborate effectively to achieve exceptional outcomes for our business, customers, and external stakeholders.

Here's what you'll bring:

- Demonstrates exceptional attention to detail and analytical skills.
- Effectively communicates and builds relationships with colleagues, customers, and external partners.
- Thrives in a collaborative environment while also possessing independent work capabilities.
- Utilises strong critical thinking and problem-solving skills to achieve optimal outcomes.
- Has a proficiency in Excel, with SQL knowledge a plus.
- Maintains a positive and solution-oriented attitude.
- Previous experience in financial services and or investment products desirable
- Operations or administration experience desirable

**What's it like to work there?**
At BT, we're passionate about fostering a dynamic and friendly work environment where everyone feels valued and supported. We're a team dedicated to achieving success together, and we offer genuine career growth opportunities for committed individuals seeking a long-term career in financial services.

Our BT Super team thrives in a fast-paced office environment located in Perth. This will be your primary work location, but we also offer the flexibility to work from home occasionally, allowing you to manage your work-life balance with self-leadership and maturity.

**How do I Apply?**

Start here. Select the **APPLY **or **APPLY NOW **button.

**Do you need reasonable adjustments during the recruitment process?

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