Client Account Specialist

How will I help?

BT is the wealth management arm of Westpac Group, helping Australians protect, manage and grow their wealth. As a Client Account Specialist, you will play a key role in delivering exceptional service by accurately processing customer requests, supporting advisers and clients, resolving complex enquiries, and ensuring positive outcomes across a range of superannuation and investment products. You will contribute to a seamless customer experience while maintaining compliance, identifying process improvements, and supporting BT's commitment to helping customers achieve their financial goals.

The role responsibilities include but are not limited to:

• Delivering exceptional customer service by managing customer enquiries and requests through phone, email and workflow systems in a timely and professional manner.
• Investigating, resolving and following through on customer issues, ensuring accurate outcomes and a positive customer experience.
• Providing accurate product, process and account information to customers, advisers, financial institutions and internal stakeholders.
• Identifying opportunities for process improvements, contributing to continuous improvement initiatives and supporting First Point Resolution outcomes.
• Maintaining compliance with internal policies, legislative requirements and risk management obligations while meeting quality, accuracy and service standards.

What do I need?

You will have a passion for delighting customers with some technical skills or interest within banking. 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:

• Proven experience delivering exceptional customer service in a fast-paced, high-volume environment.
• Strong verbal and written communication skills with the ability to build effective relationships with a range of stakeholders.
• Excellent organisational skills, attention to detail and the ability to manage competing priorities effectively.
• A proactive and solutions-focused mindset, with the ability to identify process improvement opportunities and drive positive outcomes.
• An understanding of financial services, regulatory requirements and a commitment to compliance, quality and risk management.

 
What's it like to work there?

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 Festival Tower. 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. 

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!
• 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 may close this job advertisement earlier than the advertised closing date if suitable candidates are identified. We encourage you to apply as soon as possible.