Client Services Manager

9-Month Max Term role
- Sydney location
- Opportunity to join BT Managed Investment Solutions

BT is the wealth management arm of Westpac Group; we aim to provide solutions for our customers in the creation and management of wealth. We do this by finding the most intelligent ways to manage, preserve, administer, and advise on wealth, through our house of brands. BT provides a full spectrum of wealth products and services across investment, superannuation and retirement income products, investment administration, financial advice, private banking, and insurance solutions.

Managed Accounts is a business within the Platforms & Investments division of BT. We provide a range of portfolio management solutions to clients including HNWIs, companies, trusts, SMSFs and charities, many of whom have been clients with us for over 25 years.
- This is a 9 month max term contract role. _

**How will I help?**

Reporting to the National Product Manager as a Client Services Manager, you will sit within the BT Managed Investment Solutions team and support the wider Managed Accounts business through customer service support, operational and administration support, and u ndertaking client service activities which provide support to the National Product Manager and Portfolio Managers.

This is a hands-on role that will suit an adaptable, organised team player with resilience, initiative, and an enthusiastic attitude, who is able to prioritise appropriately under different managers.

You will be involved in:

- Processing account administration tasks and requests
- Responding to customer, planner and portfolio manager requests
- Preparation of ad hoc reports and information as required
- Identification and preparation of client presentation material for visits by Portfolio Managers
- Preparation of proposed activity on Corporate actions
- Reviewing / signing off remittances and contributions in Portfolio Manager's absence

**What do I need?**
- Proven communication and relationship management skills
- Effectively manage tasks and leverage resources
- Strong experience in client facing role ie Bank Teller/Customer Service Office or experience working in a Branch/Retail Bank
- Demonstrated administration experience
- Highly organised with strong attention to detail

**What is in it for you?**

Inspiring locations. Flexible workspaces. And unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you’ll be able to have access to some of the best banking, wealth, and insurance benefits in the market, as well as an entire suite of online learning and career planning tools so you can grow.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What is it like to work there?**

For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.

Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
- We inspire our people and together we are creating better futures. It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- We empower our customers. It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- We make change happen in the community. It’s our shared vision of a safer, greener, and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
- We deliver for our shareholders by creating better futures together. It’s our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us.

**How do I apply?**

Start Here. Just click on the **APPLY **button.