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
- 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? _

  • 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...

  • 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...

  • 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...

  • Client Account Specialist

    5 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,...

  • Accounts Payable Specialist

    3 weeks ago

    Macquarie Park, Australia Michael Page Full time

    About Our ClientOur client is a leading player in the retail industry with a significant global presence. They are committed to fostering a culture of excellence and innovation.Job Description:We are seeking an experienced Accounts Payable Specialist to process accounts and incoming payments in compliance with financial policies and procedures.The successful...

  • Accounting Specialist

    3 weeks ago

    Albert Park, South Australia Accor Full time

    About the Role:We are seeking a skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for performing a range of financial tasks, including financial reporting, budgeting, and financial analysis.Key Responsibilities:Prepare and review financial reports and statementsPerform financial analysis and provide...

  • Client Account Specialist

    5 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,...

  • Accounts Payable Specialist

    3 days ago

    Macquarie Park, Australia Michael Page Full time

    About Our CompanyMichael Page is a leading recruitment agency with offices globally. With a team of experts, they help clients find the right talent for their businesses.Job OverviewWe are seeking an experienced Accounts Payable Specialist to join our team in Macquarie Park.The Ideal CandidateA successful Accounts Payable Specialist should have:Proven...

  • Accounts Payable Specialist

    4 weeks ago

    Macquarie Park, Australia Michael Page Full time

    About the RoleWe are seeking a highly skilled Accounts Payable Specialist to join our team at Michael Page. As an Accounts Payable Specialist, you will be responsible for processing accounts and incoming payments in compliance with financial policies and procedures.Key ResponsibilitiesVerify, classify, compute, post, and record accounts payable...

  • Accounts Payable Specialist

    4 weeks ago

    Macquarie Park, Australia Michael Page Full time

    About the RoleWe are seeking an experienced Accounts Payable Specialist to join our team at Michael Page. The successful candidate will be responsible for processing accounts and incoming payments in compliance with financial policies and procedures.Key ResponsibilitiesVerify, classify, compute, post, and record accounts payable data.Reconcile the accounts...

  • Accounts Receivable Specialist

    1 month ago

    Horsley Park, New South Wales, Australia Norwest Recruitment Full time

    Accounts Receivable SpecialistWe are seeking an experienced Accounts Receivable Specialist to join our team at Norwest Recruitment. This role is a 3-month temporary position with a view to permanency, located in Horsley Park.Key Responsibilities:Debt collection and managementAccount-related correspondence and communicationObtaining payments from existing...

  • Accounts Assistant

    6 months 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...

  • Facilities Maintenance Specialist

    2 weeks ago

    Bedford Park, South Australia Australian Green Clean Full time

    About UsAustralian Green Clean is a market leader in delivering sustainable, reliable, quality and affordable cleaning and waste management services. Our vision is to make the world more liveable, reducing waste going to landfill and toxic chemicals being used throughout Australia.We have grown our portfolio of clients to include commercial premises, major...

  • Facilities Maintenance Specialist

    6 days ago

    Bedford Park, South Australia Australian Green Clean Full time

    About UsAustralian Green Clean is a market leader in delivering sustainable, reliable, quality and affordable cleaning and waste management services. Our vision is to make the world more liveable.We have grown our portfolio of clients to include commercial premises, major festivals, events, venues, stadiums as well as providing sustainable consumables and...

  • Customer Account Specialist

    1 month ago

    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...

  • Administrative Accounts Specialist

    2 weeks ago

    Sydney Olympic Park, New South Wales, Australia Royal Agricultural Society of NSW Full time

    About the RoleWe are seeking an experienced Administrative Accounts Specialist to join our team in Sydney Olympic Park NSW. This is a full-time position that offers a range of benefits, including free onsite parking and 15% discount in onsite Café.As an Administrative Accounts Specialist, you will be responsible for maintaining the creditor ledger,...

  • Client Liaison Specialist

    4 weeks ago

    Macquarie Park, Australia Sonic HealthPlus Full time

    About the RoleSonic HealthPlus is seeking a skilled Client Liaison Specialist to join our Commercial team in NSW/ACT. As a key member of our team, you will be responsible for developing and maintaining business opportunities with our clients.Key ResponsibilitiesEngage with prospective and current customers to assess and understand their requirementsBuild...

  • Fund Accounting Specialist

    3 weeks ago

    Parramatta Park, Queensland, Australia Link Group Full time

    About this roleAt Link Group, we're seeking a highly skilled Fund Accounting Specialist to join our team. In this role, you'll play a critical part in providing exceptional accounting services support to our fund operations boutique fund managers.Key Responsibilities:Strategic FocusProject work such as system implementations / upgradesReview of general and...

  • Customer Account Liaison Specialist

    2 weeks ago

    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...

  • Accounts Payable Specialist

    5 months 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...