Client Account Specialist

4 days ago

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 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. You’ll support in the identification of defects and exceptions from the Panorama platform. Proactively identify issues, problems and opportunities and contribute to potential solutions.

**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. You will ideally understand ASX obligations. 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
- Experience using Microsoft Suite specifically Excel
- Have strong attention to detail with a solution driven approach to tasks
- Be a self-starter and proactive professional with a keen interest in the ASX market, trading and securities
- Ideally but not essential, professional background within equities and finance

**What’s in it for me?**

You will play an important role in the future of a business that has been around for 200+ years. You will be able to build your profile internally and be part of a company whose vision is to become one of the world’s great service providers. You will be backed by a fantastic team of people with a supportive structure.

As an employee, part of your benefits include access to some of the best banking, wealth and insurance benefits in the market as well as access to an entire suite of online learning and career planning tools so you can grow.

**What’s it like to work there?**

As well as good pay and a great culture, joining the Westpac family means you’ll have access to some of the best banking, wealth and insurance benefits in the market. We back our employees by helping them work towards their career goals; using online learning, training modules and career planning tools. We will even pay you to do volunteer or community work. As equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

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