Client Account Specialist
4 weeks ago
Use your passion for financial services and strong interpersonal skills to drive our mission to help people prepare for their best financial future.
- Fixed term 9 month contract
- Full-time permanent role based in Bedford Park
- Join our friendly team
**How will I help?**
BT Financial Group (BT) is the wealth management arm of the Westpac Group. The Client Account Specialist is a key position and member of the Remediation Operations team. This position will combine their exceptional customer focus, relationship management skills, problem solving skills, technical knowledge, and professional behaviours to deliver a seamless experience for advisers and their clients interacting with our platforms.
Key responsibilities include:
- Identification updates
- Client queries & problem solving
- Oversee Tax obligations and requirements
- AML obligations
- Form processing
**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?**
You will have a passion for delighting customers with some technical skills or interest within banking. You enjoy working in a regularly changing environment and have the ability to think laterally to strive for the best possible outcome for business, customer, and external stakeholders.
You will have:
- Experience in financial services
- Bachelors degree in Finance/Business/Communications/Commerce or similar
- Strong communication and interpersonal skills with ability to build relationships
- Exceptional verbal and written communication skills
- High level of attention to detail and accuracy
- Sound analytical and problem-solving skills Great customer service and admin experience
**What's it like to work there?**
BT is one of Australia's leading wealth management brands. As part of Westpac Group, BT has been helping Australians build and protect their wealth since 1969. We provide investment and superannuation solutions to help you prepare for today and tomorrow. We aim to provide a dynamic, supportive, friendly environment and culture for all. We have a drive for success and offer genuine career growth and development opportunities for committed team members looking for a career in financial services. BT Super, Services & Operations is a fun and fast paced environment with an office located in Bedford Park. You will thrive in an office environment, and this will be your home base but you will need the self-leadership and maturity to be able to work from home if it is required.
**How to I Apply?**
Start here. Just click on the **APPLY **button.
**Do you need reasonable adjustments during the recruitment process?
-
Client Account Specialist
7 days ago
Bedford Park, Australia BT Financial Group Full timeEntry level opportunity for committed customer service super stars seeking a long-term career in financial services - Full-time paid training provided - Permanent full-time role based in Bedford Park **How will I help?** BT Financial Group (BT) is the wealth management arm of the Westpac Group. The Client Account Specialists who form this team are...
-
Client Account Specialist
4 weeks ago
Bedford Park, Australia BT Financial Group Full timeEntry level opportunity for committed customer service super stars seeking a long-term career in financial services - Full-time paid training provided - 1 year Max Term Contract **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...
-
Client Account Specialist
3 weeks ago
Bedford Park, Australia BT Financial Group Full timeEntry level opportunity for committed customer service super stars seeking a long-term career in financial services - Full-time paid training provided - Permanent full-time role based in Bedford Park **How will I help?** BT Financial Group (BT) is the wealth management arm of the Westpac Group. The Panorama Trading Team has been established to support our...
-
Client Account Specialist
2 months ago
Bedford Park, Australia BT Financial Group Full time**How will I help?** The position is primarily responsible for dealing with all aspects of trading for Managed Funds to facilitate the accurate and timely completion of customer requests. You will resolve issues regarding incomplete, invalid or unclear transactions identified by our business partners. **What's in it for me?** As part of the Westpac Group,...
-
Client Account Specialist
5 days ago
Bedford Park, South Australia BT Financial Group Full timeHow will I help?The position is primarily responsible for dealing with all aspects of trading for Managed Funds to facilitate the accurate and timely completion of customer requests. You will resolve issues regarding incomplete, invalid or unclear transactions identified by our business partners.What's in it for me?As part of the Westpac Group, you will be...
-
Client Account Specialist
2 months ago
Bedford Park, Australia BT Financial Group Full time**How will I help?** The position is primarily responsible for dealing with all aspects of trading for Managed Funds to facilitate the accurate and timely completion of customer requests. You will resolve issues regarding incomplete, invalid or unclear transactions identified by our business partners. **What's in it for me?** As part of the Westpac Group,...
-
Client Account Specialist
1 day ago
Bedford Park, Australia BT Financial Group Full time**How will I help?** The position is primarily responsible for dealing with all aspects of trading for Managed Funds to facilitate the accurate and timely completion of customer requests. You will resolve issues regarding incomplete, invalid or unclear transactions identified by our business partners. **What's in it for me?** As part of the Westpac Group,...
-
Medical Receptionist, Specialist Rooms
3 weeks ago
Ascot Park, Australia Magnolia Specialist Centre Full timeSpecialist Medical Receptionist at Magnolia Specialist Centre We are looking for reliable medical receptionists to join our growing team on a part time basis. Essential requirements: - Excellent interpersonal skills, attention to detail and friendly disposition. - Ability to work cohesively in a small team, as well as autonomously. - Ability to take...
-
Medical Receptionist, Specialist Rooms
5 days ago
Ascot Park, Australia Magnolia Specialist Centre Full timeSpecialist Medical Receptionist at Magnolia Specialist CentreWe are looking for reliable medical receptionists to join our growing team on a part time basis.Essential requirements: Excellent interpersonal skills, attention to detail and friendly disposition. Ability to work cohesively in a small team, as well as autonomously. Ability to take direction and...
-
Community Engagement Specialist
2 months ago
Bedford Park, Australia BespokeHR Full timeHelp drive the community engagement strategy for a purpose-driven organisation where you can make a real difference. - Full-time permanent role, based in Bedford Park - Inspiring vision - Supportive, successful and passionate team environment with a variety of strategic projects **About the Company**: Working together to prevent, cure and care, the Flinders...
-
Accounts Payable Specialist
4 weeks ago
Carole Park, Australia BreatheSafe Full time**About us**: BreatheSafe are a proud Australian company that strives to develop, manufacture and sell world leading dust control and air quality solutions to any industry that is exposed to dust or airborne contaminant, both locally and internationally. As we expand our operations both nationally and internationally, we are seeking an experienced Accounts...
-
Community Engagement Specialist
4 weeks ago
Bedford Park, Australia BespokeHR Full timeHelp drive the community engagement strategy for a purpose-driven organisation where you can make a real difference. - Full-time permanent role, based in Bedford Park - Inspiring vision - Supportive, successful and passionate team environment with a variety of strategic projects **About the Company**: Working together to prevent, cure and care. That simple...
-
Community Engagement Specialist
6 days ago
Bedford Park, South Australia BespokeHR Full timeHelp drive the community engagement strategy for a purpose-driven organisation where you can make a real difference. Fulltime permanent role, based in Bedford Park Inspiring vision Supportive, successful and passionate team environment with a variety of strategic projectsAbout the Company:Working together to prevent, cure and care. That simple sentence sums...
-
Anaesthetic Technical Specialist
2 months ago
Bedford Park, Australia SA Government -SA HEALTH Full time**SA Health** **Job reference**: 841546 **Location**: 5042 - BEDFORD PARK **Job status**: Short Term Contract **Eligibility**: Open to Everyone - Southern Adelaide Local Health Network - Flinders Medical Centre - Operating Theatres - Salary $82,915 - $87,539 p.a. (pro rata) TGO3 | Full Time, 12 Month Vacancy - provide the delivery of timely remedial and...
-
Accounts Assistant
2 weeks ago
Norwest Business Park, Australia Sharon Bennie - Specialist Property Recruitment Full time**To $80K + S**: - **Get into Property / Development**: - **Hybrid or WFH up to 4 days / week**: - **Lots of employee benefits**: - **Convenient location - 5-minute walk from Bella Vista station** *** **Our Client**: Growing exponentially as a result of ongoing expansion, this is not your average real estate agency. A financially stable business...
-
Quoting & Priority Accounts Specialist
3 weeks ago
Regency Park, Australia Kennards Hire Full timeQuoting & Priority Accounts Specialist Regency Park, SA - Kennards Hire: ANZ's largest family-owned equipment hire company & still growing - Collaborative Culture: Thrive on teamwork, tackle challenges, succeed together - Continuous Growth: Embrace learning, develop & empower your career **About the role** As the Quoting & Priority Accounts Specialist,...
-
Client Account Executive
2 months ago
Regents Park, Australia 2Star International Australia Full timeGreat career opportunity - Innovative work environment - Flexible workforce and workplace **Client Account Executive** We are looking for an eager professional to assist in the sales and account management process of our clients and their brands. Work will initially be part-time, with the expectation to quickly develop into a full-time role within 6...
-
Account Specialist
4 weeks ago
Osborne Park, Australia Reece Group Full timeAccount Specialist **About Onsite We are Australia's leading supplier of plumbing and bathroom products with over 9,000 people located across 800 branches globally. As part of the Reece group, Reece Onsite provides products to volume builders for their larger construction projects. **The Opportunity** You would be part of a tight knit team focused on...
-
Quoting & Priority Accounts Specialist
6 days ago
Regency Park, South Australia Kennards Hire Full timeQuoting & Priority Accounts SpecialistRegency Park, SA Kennards Hire: ANZ's largest familyowned equipment hire company & still growing Collaborative Culture: Thrive on teamwork, tackle challenges, succeed together Continuous Growth: Embrace learning, develop & empower your careerAbout the roleAs the Quoting & Priority Accounts Specialist, your main priority...
-
Accounts Receivable Specialist
2 weeks ago
Wetherill Park Dc, Australia Veritas Recruitment Pty Ltd Full time**Work Type**: - Permanent - Full Time**Work Mode**: **Industry**: **Location**: - Wetherill Park Dc - New South Wales**Salary**: $75,000.00 - $80,000.00 Yearly **Reference**: - BH-25847**The Company** This national organisation has a solid history of growth over the last 30 years. They have a reputation for quality products and high level of service,...