Client Account Specialist

5 days ago


Bedford Park, Australia Westpac Group Full time

Get set for your next great career move
- A strong focus on customer and commercial outcomes
- Bedford Park location, open to remote/hybrid working from other states
- Be a part of Westpac’s supportive and inclusive team culture with flexible working opportunities

**How will I help?**
The Client Account Specialists sitting with this team are responsible for the Technical
Administration, processing and Relationship Management to ensure our customers can exercise
their trading strategies across Equities, Managed Funds and Managed Portfolios.
You’ll bring into the team specialised skills to ensure Customer Service delivery expectations are met. Proactively identify issues, problems and opportunities and contribute to potential solutions.

**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?**
To be successful in this role you will have exceptional customer service skills and an inquisitive
nature, who finds enjoyment in investigating issues and finding solutions. Most importantly, you’ll have a genuine
interest in the Trading Market. As well as this, you will:

- Display clear, articulated and succinct verbal, and written communication skills
- Have strong attention to detail with a solution driven approach to tasks
- Learn new technologies and processes with ease and is interested in developing their career in Finance
- Be a self-starter and proactive professional with a keen interest in the ASX market,
- trading and securities

**What is it like to work there?**
As well as good pay and a great culture, joining the Westpac family means you’ll get some of the best banking, wealth and insurance benefits in the market. We’ll even pay you to do volunteer or community work. We aim to provide one big, supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

**How do I Apply?**

The health and well-being of our employees is our top priority. We have developed clear standards to ensure our people are confident, safe and healthy whether they are working from a Westpac Group site or working from home. These are based on expert medical advice and Safe Work Australia guidelines.



  • Bedford Park, Australia Westpac Group Full time

    **How will I help?** You will play a key role in supporting the day-to-day operations of The Panorama team by supporting our Advisers and their clients to access and trade via the Panorama Wealth Platform. The Client Account Specialists sitting with this team are responsible for the Technical Administration, processing, and Relationship Management to ensure...


  • 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 Westpac Group Full time

    Get set for your next great career move! - A strong focus on customer and commercial outcomes - Bedford Park location, working in a hybrid/flexible model - Be a part of Westpac’s supportive and inclusive team culture The Panorama Client Maintenance team processes superannuation and investment requests for our advisers and members. This includes payments...


  • 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...


  • Macquarie Park, Australia Wolters Kluwer Full time

    Job Summary Take the next step in your Tax and Accounting career and focus more on the software's that the professionals use as an Implementation Specialist/Consultant in our Consulting Services - Generalist team! Building upon your foundational skills, you'll engage more deeply in project work, contributing to diverse consulting assignments. Your role...


  • 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...

  • Ops2 Peer Specialist

    11 hours ago


    Bedford Park, Australia SA Government -SA HEALTH Full time

    **SA Health** **Job reference**: 880886 **Location**: 5042 - BEDFORD PARK **Job status**: Ongoing **Eligibility**: Open to Everyone - Southern Adelaide Local Health Network - Flinders Medical Centre - Margaret Tobin Centre - Salary $58,709 - $63,154 p.a. (Pro Rata) OPS2 | Part Time 13.87 hours p.w. - Ongoing **Are you an experienced Peer Specialist ready to...


  • Macquarie Park, Australia Anglicare Full time

    About Us: Anglicare Sydney is a leading and highly regarded community NFP organisation in Australia. Our vision is to see Jesus Christ honoured, lives enriched and communities strengthened. To achieve this, we are looking to attract the most capable and mission aligned people to join us. For over 160 years Anglicare has been serving people in need -...


  • 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,...


  • Parramatta Park, Queensland, Australia SS&C Technologies Full time

    Overview Join to apply for the Client Solution Specialist role at SS&C Technologies. SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries. About 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and...