Wholesale Account Manager

Bell Direct is an award winning online broking company that is a subsidiary of the Bell Financial Group (BFG), a company listed on the ASX. The business is one of the fastest growing online brokers in Australia and has strong broking heritage.

TPP contains several underlying brands. Bell Direct offers broking services to retail investors. Desktop Broker offers a trade execution platform for financial advisers and institutions. Bell Potter Online offers stock portfolio advice to financial advisers. Lastly, The Bell Potter Guided Portfolio Service (GPS) offers a HIN based managed accounts solution with automated ROAs and portfolio rebalancing.  

And we are growing!

The Opportunity

We are currently looking for a Wholesale Account Manager to join our team in Melbourne within our Desktop Broker business. Reporting to the Head of Wholesale Support your responsibilities will include:

• Driving customer service and operational efficiencies by fostering a deep understanding of wholesale and institutional client needs
• Handling high level queries, develop and maintain key relationships with our intermediary clients 
• Managing client onboarding and proactively seek out operational solutions in support of advisors and their clients, from trading requirements to settlement follow ups, handling placements and sales support
• Maintain a comprehensive understanding of wholesale operation processes, policies and controls to help anticipate client needs and manage expectations of our intermediary stakeholders
• Integrate feedback from clients into process enhancements by collaborating with internal stakeholders and external service providers
• Work closely with our project managers, business analysts and developers to champion the needs of wholesale clients and drive priority on critical IT requests
• Provide operational support for our Guided Portfolio Services (GPS) product, an investment strategy solution in partnership with Dash

About You

To succeed in this role you will have:

• Excellent interpersonal and communication skills, with the ability to communicate effectively with a wide range of stakeholders and customers
• A passion for relationship management and demonstrate strong client presentation skills
• Comfortable in dealing directly with high level executives of external clients
• A good understanding of ASX operating rules and AML requirements
• Experience with Iress Pro is a plus
• Proven ability to successfully balance competing requirements. 

What we offer

We are an ASX listed, dynamic company who values personal development and growth. We embrace diversification and equality, respecting and valuing differences to create an inclusive and welcoming workplace.

Applications for this role should be submitted using the "Apply Now" button.

Please note only successful candidates will be notified.