Client Account Specialist

5 days ago


Perth, Australia Westpac Banking Corporation Full time

Client Account Specialist
- This is an entry-level opportunity for a passionate customer service superstar to embark on a long-term career with BT Financial Group.
- Gain valuable experience through our comprehensive paid training program.
- Work in a permanent, full-time role based in our Perth office

**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.

This role plays a critical role in facilitating client requests by managing all aspects of Managed Fund trades, ensuring accuracy and timeliness. The role responsibilities include but are not limited to:

- Working within Panorama and Asgard 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
- Compile pricing for asset daily and monthly
- produce reports using Ms excel and access and in-house systems as required including report for management and directors
- identification and transformation of data from source systems
- monitoring integrity of data sent to customers
- Proactively identify issues problems and opportunities to contribute to potential solutions regarding process efficiency
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding Process Efficiencies
- Manage individual workflow to ensure all deadlines are met, including legislative requirements, ASX requirements and Customer Service Delivery service standards
- Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management of the Model Portfolios and underlying processes

**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?**

We're looking for a highly motivated individual with an interest in banking and strong analytical skills. You'll leverage your ability to think laterally and collaborate effectively to achieve exceptional outcomes for our business, customers, and external stakeholders.

Here's what you'll bring:

- Demonstrates exceptional attention to detail and analytical skills.
- Effectively communicates and builds relationships with colleagues, customers, and external partners.
- Thrives in a collaborative environment while also possessing independent work capabilities.
- Utilises strong critical thinking and problem-solving skills to achieve optimal outcomes.
- Has a proficiency in Excel, with SQL knowledge a plus.
- Maintains a positive and solution-oriented attitude.
- Previous experience in financial services and or investment products desirable
- Operations or administration experience desirable

**What's it like to work there?**
At BT, we're passionate about fostering a dynamic and friendly work environment where everyone feels valued and supported. We're a team dedicated to achieving success together, and we offer genuine career growth opportunities for committed individuals seeking a long-term career in financial services.

Our BT Super team thrives in a fast-paced office environment located in Perth. This will be your primary work location, but we also offer the flexibility to work from home occasionally, allowing you to manage your work-life balance with self-leadership and maturity.

**How do I Apply?**

Start here. Select the **APPLY** or button.

**Do you need reasonable adjustments during the recruitment process?**

Job ID 300001713803944



  • Perth, Australia BT Financial Group Full time

    This is an entry-level opportunity for a passionate customer service superstar to embark on a long-term career with BT Financial Group. - Gain valuable experience through our comprehensive paid training program. - Work in a permanent, full-time role based in our Perth office **How will I help?** BT is the wealth management arm of the Westpac Group and has...


  • Perth, Australia International Talent Specialist Full time

    We are seeking a talented and experienced Client Services Manager to join a WA-based team to drive client-focused initiatives forward. You will be responsible for managing client relationships, overseeing service delivery, and driving business growth through client retention and expansion. This role requires strong leadership, strategic thinking, and...


  • Perth, Australia South32 Full time

    **Date**:2 Apr 2024 **Location**: Perth, WA, AU, 6000 **Company**:South32 Group Operations Pty. Ltd. **DISCOVER A BRIGHTER FUTURE** At South32, we’re meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a low-carbon world. As a collaborative, caring and inclusive company, there’s...


  • Perth, Western Australia South32 Full time

    Date:2 Apr 2024Location: Perth, WA, AU, 6000Company:South32 Group Operations Pty. Ltd.DISCOVER A BRIGHTER FUTUREAt South32, we're meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a low-carbon world.As a collaborative, caring and inclusive company, there's no better place to make a...

  • Senior Accountant

    21 hours ago


    Perth, Australia Beilby Downing Teal Full time

    Successful, growing professional services firm Work with dynamic clients to solve problems & help them achieve financial goals Clear career path progression & development opportunities The Client Our client is a successful professional services firm focusing on small and medium business owners and offering a variety of services from accounting to...

  • Inside Sales

    4 weeks ago


    Perth, Australia Wood Mackenzie Full time

    Company Description Wood Mackenzie are the global research, analytics, and consultancy business powering the natural resources industry. For 50 years, we have been providing the quality data, analytics, and insights our customers rely on to inspire their decision making. Our dedicated oil, gas & LNG, power & renewables, chemicals, metals & mining sector...


  • West Perth, Australia Newhaul Full time

    **Company Description** At Newhaul, we provide logistics solutions to our partners. We are a tight-knit team of passionate collaborators, problem solvers, and forward thinkers committed to building a company our partners can take pride in. We are experiencing rapid growth and expansion, making it an exciting time to be part of our transformative change. This...


  • Perth, Western Australia Hassell Services Full time

    We work across architecture, landscape architecture, interior design and urban design - a rich multi-disciplinary mix of skills and perspectives that unlocks the economic, social and cultural value of projects.We combine our creative design expertise with capabilities in strategy, research, technology and experience design, and we regularly collaborate with...

  • Accounts Officer

    2 weeks ago


    Perth, Australia Employment Hero Full time

    Brunel a powerful global network, connecting the most talented and experienced specialist with both present day and pioneering projects. We are seeking an Accounts Receivable to join our team in our Perth Branch. Brunel a powerful global network, connecting the most talented and experienced specialist with both present day and pioneering projects. We are...


  • Perth, Australia Marsh Full time

    **Client Services Specialist** **What can you expect?** - In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. - Supported with training in the combination of online learning...

  • Client Manager

    1 week ago


    Perth, Western Australia Idex Full time

    This major insurance business is one of the best regarded specialist insurance firms in the UK.Currently they have a small team here in Scotland although you can join them right at the start of their next growth journey as they look to build the team up into double figures.In this Client Manager role, you'll work on a hybrid basis from the main Perth offices...


  • Perth, Australia BT Financial Group Full time

    A fantastic opportunity to join a supportive and caring team culture - Bring your passion for customer service and help us achieve Westpac Vision - Full-time, 12-month fixed term position with the views of becoming permanent **How will I help?** Asgard Operations forms part of the Platforms Service and Operations business within BT Financial Group (BTFG)...


  • Perth, Australia Beckway Professionals Full time

    South of the river, boutique accounting practice - Career progression opportunities - Great team culture & social events **About our client**: Our client is a boutique accounting firm, based 10 minutes south of the CBD. They specialise in business services, tax, SMSF and advisory services to various SME businesses. The team consists of 1 Partner, 1 Manager...


  • Perth, Western Australia Cognizant Full time

    What makes Cognizant a unique place to work? The combination of rapid growth and an international and innovative environment This is creating many opportunities for people like YOU — people with an entrepreneurial spirit who want to make a difference in this world.At Cognizant, together with your colleagues from all around the world, you will collaborate...

  • Contract Specialist

    2 months ago


    Perth, Australia HAYS Full time

    Contract Specialist - Perth Based - Mining Projects - Client Side This highly regarded global mining company currently has vacancy in their Projects, Contracts and Procurement team. Reporting to the Superintendent and working as an integrated member of the WA Projects team, the Specialist will provide ongoing commercial support and guidance for both front...

  • Accounts Receivable

    1 week ago


    Perth, Australia 11 Recruitment Parent Full time

    Career opportunity in accounts receivable and beyond - Join an award-winning air conditioning company - Wiletton location **Opportunity Highlights** - Opportunity for career growth within the accounting/administration field - Join an established and reputable company in the air conditioning industry - Work in a collaborative team environment **RETAINED...

  • Accounts Assistant

    2 weeks ago


    Perth, Australia Mobilize Labour Solutions Full time

    **Mobilize** was born from the philosophy of "Connecting Good People". Whether you are looking to secure your next permanent, contract or casual position, or a client who is searching for your next hire, Mobilize want to partner with good people - customers, clients and suppliers alike to make a meaningful connection. **Mobilize** are currently searching...

  • Tax Specialist

    3 weeks ago


    Perth, Australia Chandler Macleod Full time

    **Location*** - Perth, Western Australia - **Category*** - Accounting & Finance - **Salary** - $130000 AUD - $150000 AUD Annual - **Posted** - 12-Apr-2024 - **Work type** - Contract - **Contact** - Peter Bray - **Reference** - BH-159566 -Are you a meticulous and experienced Tax Specialist seeking an exciting opportunity to make a significant impact in a...


  • Perth, Australia Idex Full time

    This unique position within the Scottish insurance market will see you combine the best of both worlds across both broking and underwriting. As a Client Service Manager, you'll underwrite specialist insurance business via an established scheme whilst playing a hands-on role managing the day-to-day insurance requirements of key clients. So, you'll be the...

  • Account Manager

    2 weeks ago


    Perth, Australia Seequent Full time

    **The Company** Seequent builds world-leading subsurface software, helping create a better understanding of the earth to ensure a better world for all. We are constantly evolving at the forefront of technology to transform how geo-professionals work, eliminating barriers to understanding by connecting software, teams, and the tools they need. Every day,...