Client Account Specialist
In this role you will responsible for the technical administration and relationship management across our investment maintenance team
Summary about this job
Client Services
Company: BT Financial Group
Location: Adelaide
Work type: Full Time
Salary: n\a
Phone: +61-8-1357-5511
Fax: +61-2-4723-4442
E-mail: n\a
Site: n\a
Detail information about job Client Account Specialist. Terms and conditions vacancy
Client Account Specialist - Equities, Managed Funds and Corporate Actions
About us
BT Financial Group (BTFG) is the wealth management arm of Westpac Group, we aim to provide solutions for our customers in the creation and management of wealth.
The Chief Operating Office (COO) is part of BT Financial Group and aims to provide an exceptional standard of service excellence for both internal and external customers. COO brings together customer service delivery, customer relations and bank wealth distribution to create a single business responsible for customer service and delivering on distribution of wealth products through the bank network.
We do this by finding intelligent ways to manage, preserve, administer and advise on wealth, through our house of brands. BT Financial Group provides a full spectrum of wealth products and services across investment, superannuation and retirement income products, investment administration, financial advice, private banking and insurance solutions
Our BT mission is ‘helping people prepare for their best financial future. Forever’.
About the role
The Panorama Investment Maintenance Team prides itself in supporting our Advisers and their clients to access shares and managed funds via managed funds portfolio and individually held investments. The Client Account Specialists who form this team are responsible for the technical administration and relationship management for Customer Service Delivery to support our current product offer.
The Client Account Specialist will bring into the team highly developed technical skills in one of the following to ensure Customer Service Delivery have significant technical capability:
o ASX Requirements
o Managed Funds and Equities Settlement
o Corporate Actions
Key Outcomes to achieve are:
• Working within Panorama Workflow to deliver all Customer Transactions including the set up, administration and closure of managed funds, management of equity trading and corporate actions.
• Build relationships with external clients to support them in their understanding of the Panorama platform.
• Working with clients to achieve self service targets.
• Proactively identify issues, problems and opportunities and contribute to potential solutions in regards to process efficiencies.
• Manage individual workflow to ensure all deadlines are met. Deadlines include intra-day legislative requirements, ASX requirements and Customer Operations service standards.
• Effective relationship participation between internal stakeholders Business Units and the Panorama Program.
• Establish and maintain relationships with external vendors (including Investment Managers) to ensure smooth management of the Managed Funds and underlying processes.
Requirements
• Demonstrated passion for delighting customers.
• Exceptional organisational and time management skills.
• Strong communication and interpersonal skills with ability to build relationships and case manage with internal and external customers and stakeholders (written and verbal).
• Sound analytical and problem solving skills.
• Ability to think laterally and “on your feet” to achieve an exceptional customer outcome.
• Willing to accept advice and guidance from others.
• Demonstrates initiative and willingness to challenge the status quo.
• Strive for best possible outcome for business, customer and external stakeholders.
• Interpersonal and relationship management skills.
• Ability to work in a regularly changing environment.
• Ability to make sound decisions.
• Ability to work independently and under pressure.
• Strong influencing skills.
• Deliver to deadlines.
• Resourceful, utilises all tools and resources to source customer solutions.
• Resilient.
• Pioneering.
• Curious about business objectives.
Knowledge/Qualifications/ Experience - highly desirable
• Superior Technical Skills within Wealth Management Industry, with expertise in one or more of the following:
o Corporate Actions
o IPO’s
o Equity Trading
o ASX Requirements
o Managed Funds Trading
o Reconciliation
o Studying towards a Financial Qualification
Westpac Group is an equal opportunity employer. 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.