Client Account Specialist
6 days ago
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 Advisers and their clients to access and trade via the Panorama Wealth Platform. The Client Account Specialists who form this team are responsible for the Technical Administration and Relationship Management to ensure our customers can exercise their trading strategies across Equities, Managed Funds and Managed Portfolios.
The role responsibilities include but are not limited to:
- Working within Panorama 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
- Build relationships with external clients to support them in their understanding of the Panorama platform
- Working with clients to achieve self-service targets
- 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 the Wealth Management Industry. 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
- Broad knowledge of wealth management industry, specifically Platform and Superannuation
**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.
If this sounds like the right opportunity for you, please hit **APPLY now ****_Do you need reasonable adjustments during the recruitment process? _**
- At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community. _
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