Admin & Customer Service - Client Account Specialist

5 months ago


Bedford Park, Australia BT Financial Group Full time

Entry 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 responsible for the Technical Administration and Relationship Management to ensure our customers can exercise their trading strategies across Equities, Managed Funds and Managed Portfolios.

The role responsibilities include but are not limited to:

- Deliver all Customer Transactions, including, the setup, administration, and closure of accounts
- Review and investigation of daily trading exception reports to ensure our settlement obligations are met
- Build relationships with internal and external clients to support them and their enquiries
- Working with clients to achieve self-service targets
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding process efficiencies

**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:

- 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.

If this sounds like the right opportunity for you, please hit **APPLY now **

**_Do you need reasonable adjustments during the recruitment process? _



  • Parramatta Park, Queensland, Australia AMP - General Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Experience Specialist to join our team at AMP. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide outstanding customer service through various...


  • Bedford Park, Australia BT Financial Group Full time

    Entry 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...


  • Bedford Park, Australia BT Financial Group Full time

    Entry 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...


  • Bedford Park, Australia BT Financial Group Full time

    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...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    Job Title: Quality Assurance SpecialistJob Summary:We are seeking a Quality Assurance Specialist to join our team at AMP. As a Quality Assurance Specialist, you will be responsible for completing quality assurance activities on Customer Complaints to check compliance with regulation and ensure consistent and appropriate outcomes are being provided to...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    {'heading1': 'Help People Create Their Tomorrow', 'description1': 'At AMP, we're transforming into a nimbler business with a new leadership and thinking. We're looking for big thinkers to help redefine what financial services could be. If you have a passion for helping people create their tomorrow, while creating your own, we invite you to join our team.',...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    Transforming the Future of Financial ServicesAt AMP, we're embarking on an exciting journey to redefine the financial services landscape. As a Customer Services Officer, you'll play a pivotal role in shaping this transformation by delivering exceptional service to our customers.Your ImpactYou'll contribute to a high-performing team that provides outstanding...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    We're looking for a talented individual to join our team at AMP - General as a Customer Services Officer. In this role, you'll be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a dynamic and fast-paced environment where you'll have the chance to make a real impact on...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    About AMPAMP is a dynamic and forward-thinking organization, committed to innovation and excellence in the financial services sector. As a leader in this field, we strive to deliver exceptional value to our customers while fostering a culture of inclusivity, diversity, and growth.SalaryThe estimated annual salary for this position is $120,000 - $180,000 AUD,...


  • Condell Park, Australia Everfloor Full time

    We are looking for a part-time or full-time person to work across accounts, admin and customer support. **Key responsibilities will include**: - Order processing - Reconciliation of accounts and bookkeeping - receivables and payables - Stock counts and inventory management (alongside warehouse team) - General administration and organisation - Organising...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    About AMPAMP is a forward-thinking company in the financial services industry. Our mission is to help people create their tomorrow while creating our own.Job Description:ServiceNow Platform Owner - Financial ServicesWe are seeking an experienced ServiceNow Platform Owner to join our team in this exciting time of transformation and innovation. As a key member...


  • Rosny Park, Australia Calidus Group Full time

    **Fast-growing accounting firm offering career progression and development**: - **Opportunity to work across a range of admin and reception duties**: - **Warm and collaborative firm, sitting amongst the team, not separated at reception!** **About the company** Our client is one of Australia's largest, and fastest-growing mid-tier accounting firms having...

  • Sales Admin Assistant

    7 months ago


    Park Ridge, Australia Strategy One Human Resources Full time

    **Sales Admin Assistant!!!** Our client is looking for a highly organised Sales Admin Assistant to join their growing team! They import and distribute construction machinery and equipment **What is in it for you**: - Temp to Perm role - Weekly pay - Friendly Team Environment - Supportive Team - Process customer orders - Handle customer enquires and...


  • Erskine Park, New South Wales, Australia Cleanaway Full time

    About the RoleWe are seeking a highly skilled Customer Account Specialist to join our team at Cleanaway. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our major customers, ensuring seamless delivery of waste management solutions.Key ResponsibilitiesAct as the primary point of contact for...


  • Bedford Park, South Australia Randstad Full time

    About the RoleRandstad is currently recruiting for a Customer Service Specialist to join their team at Bedford Park. As a key member of this dynamic team, you will be responsible for delivering exceptional customer service to clients in the hardships space.Key ResponsibilitiesManage inquiries from existing customers related to their mortgagesRespond to...


  • 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,...


  • Carole Park, Australia Labourline Full time

    Office admin assistant required in Carole Park. - 30-40 hrs per week. - Flexible start/finish times available. Our client is a national cabinetry and office furniture supplier, currently seeking an administration officer for approx 30-40 hours per week. Duties include: - order processing - assisting with payroll/invoicing - hotel and car bookings -...


  • Parramatta Park, Queensland, Australia AMP - General Full time

    Company Overview: At AMP, we're not just a financial services company – we're a team of innovators, thinkers, and problem solvers. Our goal is to redefine the future of finance, and we need talented individuals like you to help us achieve it.**Salary:** $120,000 - $180,000 per annum, depending on experience.

  • Project Delivery Lead

    3 weeks ago


    Parramatta Park, Queensland, Australia AMP - General Full time

    {"title": "Job Description", "content": "At AMP - General, we're transforming our business to meet the changing needs of our customers. We're looking for a skilled WDEP Delivery Manager to join our team and help us deliver high-quality technology projects.The successful candidate will work closely with various stakeholders to develop project priorities,...


  • Erskine Park, New South Wales, Australia Cleanaway Full time

    About the RoleAs a Customer Account Specialist at Cleanaway, you will play a crucial role in building and maintaining strong relationships with our major customers.This involves acting as the primary point of contact for these customers, handling their inquiries, and collaborating with internal teams to deliver customized waste management solutions.You will...