Client Account Specialist

5 days ago

Greater Adelaide SA, Australia BT Financial Group Full time

Entry level opportunity for committed customer service superstars seeking a long-term career in financial services
- Full-time paid training provided
- Permanent full-time role based in Adelaide

**How will I help?**

BT Financial Group (BT) is the wealth management arm of the Westpac Group.

As a Client Account Specialist you will form part of the Remediation team and will be responsible for Verification Administration and Relationship Management tasks to ensure positive customer outcomes. You will work within multi-platform workflows to execute customer transactions. You will be responsible for building relationships, quality assurance and following up omitted information to ensure accuracy across client accounts.

**Key responsibilities of this role will be to**:

- Liaise with an established customer portfolio to verify and collect accurate account information
- Proactively identify issues, problems and opportunities and contribute to potential solutions regarding process efficiencies.
- Complete customer payments within set timeframes.
- Build relationships with external clients and or Advisers to support them in their understanding of remediation.
- Ability to work autonomously and collaboratively when required.
- Demonstrate initiative and willingness to learn as well as problem-solving skills.
- Collaboratively manage individual workflow to ensure all deadlines and deliverables are met.
- Assist with data review to ensure information has been recorded correctly.

**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 skillsGreat 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 do I Apply?**

Start here. Just click on the **APPLY**or **APPLY NOW**button.

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

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