Client Service Officer - Perpetual Corporate Trust
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Client Service Officer - Perpetual Corporate Trust
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Join to apply for the Client Service Officer - Perpetual Corporate Trust role at Perpetual Limited
* More Time Off for What Matters: Enjoy up to 6 weeks of leave
* Flexible Work Environment: Work where we work best - whether in the office or from home
* Perpetual Corporate Trust - Trustee of the Year for the past 9 years
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
An exciting opportunity to be part of the wider Debt Market Services within Perpetual Corporate Trust. Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our client's success.
In this role you will be responsible for administering payment functions and provide daily operational and compliance support within the Client Services Team in Trust Services. Key responsibilities include maintaining effective operational client relationships, ensuring adherence to all relevant policies and procedures within the Client Services team, and complying with the risk framework pertinent to the Business Unit.
About the Role
Join our dynamic team within Debt Market Services As a client Services Officer, you will:
* Maintain a working knowledge of assigned Trusts
* Execute all payment instructions within agreed timeframes and SLA's
* Develop and maintain effective operational client relationships for assigned clients / trusts
* Use of all internal control checklists
* Invoicing and billing
* Client Connect Diary entry and follow up
* Compliance with Policies and Procedures
* Assisting with Client Management and liaison
* Archiving and filing
* Act as a backup for other team members
* Good working knowledge of systems used within the team
* Participate in team projects.
About you
* A minimum of 12 months experience in a similar client service role
* Prior experience in custody or securitisation is highly advantageous
* Strong communication skills for liaising with clients
* Maintain robust relationships with both internal and external clients and contacts
* Ability to multitask effectively across various responsibilities
* Strong attention to detail, and commitment to outstanding client service
* A proactive and solution-focused approach, to help meet the needs of our clients.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
* Work from anywhere in Australia for up to one month each year
* An annual allowance to empower you to prioritise your personal wellbeing
* Study support and commitment to supporting professional development
Diversity and inclusion
* Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
* A growing number of employee-led networks who work to raise awareness and drive continued change
* We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative, Customer Service, and Finance
* Industries
Banking, Financial Services, and Funds and Trusts
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