Case Manager - BT Financial Group

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.

What's the role?

We are seeking a customer-focused professional to join our team on a full-time, 12-month fixed-term contract, based in Festival Tower, Adelaide SA.

In this rewarding role, you will support customers with care and empathy, helping them navigate important life moments while delivering exceptional service and positive outcomes.

As a Case Manager, Estate & Claims Management, you'll be responsible for the end-to-end management of complex estate and claims cases, including Death Benefits, Total and Permanent Disability (TPD), Permanent Incapacity and Terminal Illness claims.

As the primary point of contact, you'll provide exceptional support and guidance to customers, beneficiaries, executors, advisers, solicitors and other stakeholders throughout the claims journey.

Working within BT's Estate & Claims Management team, you'll play a critical role in delivering positive customer outcomes while ensuring compliance with regulatory and risk requirements.

This role offers the opportunity to build your profile across BT and Westpac Group while developing specialist knowledge in wealth, superannuation, estates and claims management.

What do I need?

We're looking for a customer-focused professional with strong communication and organisational skills who thrives in a dynamic environment.

You'll bring:

• Strong customer service and stakeholder management experience
• Excellent verbal and written communication skills
• High attention to detail and accuracy
• Strong analytical and problem-solving capabilities
• Ability to manage multiple priorities and work effectively in a changing environment
• A passion for delivering positive customer outcomes through empathy and professionalism
• Experience in banking, wealth, superannuation, insurance, estates or claims management will be highly regarded

We're committed to creating better futures together for our customers, communities and people.

In return, you'll enjoy:

• Flexible and hybrid working arrangements
• Career development opportunities and internal mobility across Westpac Group
• Competitive employee benefits and banking discounts
• A supportive and collaborative team environment
• Meaningful work that helps customers and families navigate life's most important moments

Create your future today

If you're passionate about helping customers, building strong stakeholder relationships and delivering outstanding service, we'd love to hear from you.

Click Apply Now to submit your application.

At Westpac Group, we're committed to creating a supportive and inclusive workplace where everyone can thrive.

We welcome applications from people of all backgrounds, experiences and perspectives.

Please note: We may close this advertisement earlier than the advertised closing date if suitable candidates are identified.

We encourage interested candidates to apply as soon as possible.