Client Account Specialist

at  WESTPAC BANKING CORPORATION

JOB DESCRIPTION

• This is an entry-level opportunity for a passionate customer service superstar to embark on a long-term career with BT Financial Group.
• Gain valuable experience through our comprehensive paid training program.
• Work in a permanent, full-time role based in our Perth office

WHAT DO I NEED?

We’re looking for a highly motivated individual with an interest in banking and strong analytical skills. You’ll leverage your ability to think laterally and collaborate effectively to achieve exceptional outcomes for our business, customers, and external stakeholders.

Here’s what you’ll bring:

• Demonstrates exceptional attention to detail and analytical skills.
• Effectively communicates and builds relationships with colleagues, customers, and external partners.
• Thrives in a collaborative environment while also possessing independent work capabilities.
• Utilises strong critical thinking and problem-solving skills to achieve optimal outcomes.
• Has a proficiency in Excel, with SQL knowledge a plus.
• Maintains a positive and solution-oriented attitude.
• Previous experience in financial services and or investment products desirable
• Operations or administration experience desirable

WHAT’S IT LIKE TO WORK THERE?

At BT, we’re passionate about fostering a dynamic and friendly work environment where everyone feels valued and supported. We’re a team dedicated to achieving success together, and we offer genuine career growth opportunities for committed individuals seeking a long-term career in financial services.
Our BT Super team thrives in a fast-paced office environment located in Perth. This will be your primary work location, but we also offer the flexibility to work from home occasionally, allowing you to manage your work-life balance with self-leadership and maturity.

HOW DO I APPLY?

Start here. Select the APPLY or button.
At Westpac we are committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products and services for our customers, employees, and community. This role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If you have questions about the recruitment process, please email talentacquisition@westpac.com.au.

• Working within Panorama and Asgard 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
• Compile pricing for asset daily and monthly
• produce reports using Ms excel and access and in-house systems as required including report for management and directors
• identification and transformation of data from source systems
• monitoring integrity of data sent to customers
• Proactively identify issues problems and opportunities to contribute to potential solutions regarding process efficiency
• Proactively identify issues, problems and opportunities and contribute to potential solutions regarding Process Efficiencies
• Manage individual workflow to ensure all deadlines are met, including legislative requirements, ASX requirements and Customer Service Delivery service standards
• Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management of the Model Portfolios and underlying processe