Client Account Specialist

6 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
- 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 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.

Service & Operations (S&O) forms part of the Customer Services business withing the Specialist Business Division of the Westpac Group. Our team’s key focus is on reconciliation, SuperStream reporting and User Access Governance. We aim to provide optimum levels of customer service by delighting our customers whilst remaining focused on maintaining & improving the risk profile of customer service delivery.

The role responsibilities include but are not limited to:

- Working within Panorama 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
- Build relationships with external clients to support them in their understanding of the Panorama platform
- Working with clients to achieve self-service targets
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding Process Efficiencies
- Manage individual workflow to ensure all deadlines are met. Deadlines include intra-day legislative requirements, ASX requirements and Customer Service Delivery service standards
- Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management

**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?**
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 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? _

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