Client Account Specialist BT
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Monthly Salary:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Create your best future and join Westpac as a Client Account Specialist BT
Whats the role
Incredible 12 Month Maximum term opportunityto join BTs Service and Operations division. As a Client Account Specialist (Asset Transfers division) youll 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
Were obsessed with becoming our customers #1 banking partner for life and were looking for people who are passionate about helping us achieve that return were committed to making Westpac the best place to work in the country. Here are just a few of the ways were 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
Were 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 thePeople with Disability and/or needing Accessibility Requirementspage on ourwebsite.
Were all about helping our people grow and succeed. Whether youre a current employee trainee or intern were committed to your career developmentCheck out our FAQs and internal support resources here.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Westpac has a long and proud history as Australia's first and oldest bank. It was established in 1817 as the Bank of New South Wales under a charter of incorporation provided by Governor Lachlan Macquarie. In October 1982 it changed its name to Westpac Banking Corporation following th ... View more
