Client Account Specialist

5 months ago

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 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?

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