Address
Salary- Entry level opportunity for committed Customer Service super stars seeking a long-term career in financial services
- Full-time paid training provided
- Permanent full-time role based in Bedford Park
BT Financial Group (BT) is the wealth management arm of the Westpac Group and has been helping Australians protect, manage, and grow their wealth since 1969. The Client Account Specialist role is fundamental in supporting the delivery of the BT customer experience. The position is responsible for completing customer requests, contacting customers, advisors and financial institutions by phone or email to complete customer requests in a timely manner.
The role responsibilities include but are not limited to:
- Identify opportunities for process improvements and be involved in finding solutions
- Help drive Frist Point Resolution to advisors and colleagues
- Resolution of complex issues through exceptional problem solving skills
- Provide product expertise to internal and external customers
- Maintain a superior level of Customer Service
You will build your profile internally with senior stakeholders and be part of the future of a business that has been around for 200 years. You'll be working for an organisation that supports development, internal career moves and flexible working. Along with competitive salary, you'll receive Westpac's generous benefits and a whole array of customer discounts.
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:
- Strong communication and interpersonal skills with ability to build relationships
- Exceptional verbal and written communication skills
- High level of attention to detail and accuracy
- Sound analytical and problem-solving skills
- Great Customer Service and admin experience
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 Bedford Park. 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.
If this sounds like the right opportunity for you, please hit APPLY now!
As part of our commitment to creating a diverse and inclusive workplace, 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 an adjustment is required to assist you during our recruitment process, please email
Do you need reasonable adjustments during the recruitment process?
At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community. We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call 1800 655 592 Option 1.2 or email
