Client Account Specialist

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.

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.