Client Account Specialist

4 days ago

Greater Adelaide SA, Australia BT Financial Group Full time $60,000 - $90,000 per year

Create your best future and join Westpac as a Client Account Specialist – BT

What's the role?

Incredible 12 Month Maximum term opportunity to join BT's Service and Operations division. As a Client Account Specialist (Asset Transfers division) you'll be responsible for working within Panorama / Asgard workflow to deliver a market leading transfer experience for our customers. You will build relationships with external advisers and clients to support them in maximising their use and understanding of the Panorama / Asgard platform.

This role will see you proactively identify opportunities and solutions for process and system enhancements. This role is full time, can be based in Adelaide, Perth or Sydney – Monday to Friday (7am-5.30pm) rotating roster role.

What do I need?

  • Previous experience in a customer service/client services role ideally within Financial Services / Banking / Wealth Management
  • Exceptional verbal and written communication skills
  • Expertise in Equity and Managed Funds transfers is highly regarded
  • Previous experience in a customer service environment with demonstrated ability to work to deadlines
  • Experience in liaising with internal and external stakeholders
  • Working knowledge of ASX requirements
    Microsoft Office Suite (Word, Excel PowerPoint, Outlook) skills

Why join us?

We're obsessed with becoming our customers #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return we're committed to making Westpac the best place to work in the country. Here are just a few of the ways we're already doing that:

  • Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates
  • Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave.
  • Tailored learning and development opportunities to help your grow your career within the bank.
    Lots of opportunities to 'give back' to the Community by getting involved in our many volunteering initiatives

Create your future today

To get started, simply click on the APPLY or APPLY NOW button

We're all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website .

We're all about helping our people grow and succeed. Whether you're a current employee, trainee, or intern, we're committed to your career development Check out our FAQs and internal support resources here.

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