Client Account Specialist

4 weeks 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 the correct processing of our customers superannuation and investment requests.

The role responsibilities include but are not limited to:

- Processing superannuation and investment requests for our members, including Payments Out, Account Closures, Family Law and Deceased Estate processing.
- Build relationships with internal and external clients to support them and their enquiries.
- Liaising with advisers to ensure all transactions are processed correctly and efficiently.
- 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.

**How to I Apply?**
Start here. Just click on the **APPLY **button.

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



  • 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...


  • 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 Panorama Trading Team has been established to support our...


  • 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,...


  • 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,...


  • Ascot Park, Australia Magnolia Specialist Centre Full time

    Specialist 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...


  • 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...


  • Bedford Park, Australia BespokeHR Full time

    Help 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...


  • Bedford Park, Australia BespokeHR Full time

    Help 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...


  • Regency Park, Australia Kennards Hire Full time

    Quoting & 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,...


  • Regents Park, Australia 2Star International Australia Full time

    Great 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...

  • Accounts Assistant

    5 days 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...


  • 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...


  • Macquarie Park, Australia International SOS Full time

    **About the role**: The Client Services Executive is a crucial member of the Client Services team, serving as the primary point of contact for client and sales team inquiries in the region. This customer-facing role involves managing requests, providing education, addressing questions, and resolving issues related to International SOS products and services....


  • 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,...

  • Account Specialist

    2 weeks ago


    Osborne Park, Australia Reece Group Full time

    Account 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...


  • Regency Park, Australia Kennards Hire Full time

    Quoting & 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, your...


  • Regency Park, Australia Kennards Hire Full time

    Quoting & Priority Accounts Specialist Regency Park, SAKennards Hire: ANZ's largest family-owned equipment hire company & still growingCollaborative Culture: Thrive on teamwork, tackle challenges, succeed togetherContinuous Growth: Embrace learning, develop & empower your careerAbout the roleAs the Quoting & Priority Accounts Specialist, your main priority...

  • Accounts Officer

    4 weeks ago


    Osborne Park, Australia IPAR Full time

    **Company Description**: Next Health is part of the MedHealth group of companies and was established in 2005 to provide independent specialist opinions that would help people and organisations understand ‘what’s next’ after injury or illness. Since opening our doors, we have flourished to become the largest provider of independent specialist opinion...

  • Accounts Officer

    4 weeks ago


    Osborne Park, Australia Next Health Full time

    Company Description Next Health is part of the MedHealth group of companies and was established in 2005 to provide independent specialist opinions that would help people and organisations understand ‘what’s next’ after injury or illness. Since opening our doors, we have flourished to become the largest provider of independent specialist opinion across...