Client Service Officer, Custody
Vor 2 Tagen
Client Service Officer, Custody - Perpetual Corporate Trust Locations: Sydney – Time type: Full time – Posted on: Posted Today – Job requisition id: R Be part of a brand that's been named Trustee of the Year 9 years running. Enjoy up to 6 weeks of leave subject to eligibility. Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance. 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. This is an exciting opportunity to become part of the Custody team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. The Client Service Officer is responsible for managing a portfolio of clients, ensuring their needs are met through proactive communication, expert guidance, and high-quality service delivery. The role requires subject matter expertise to resolve queries, maintain compliance, and deliver a seamless client experience. Acting as a trusted partner to clients, the Client Service Officer strengthens long-term relationships and contributes to continuous improvement in service standards. Manage a dedicated portfolio of clients, acting as the primary day-to-day contact. Manage the receipt, validation and processing of client transactions. Provide responsive and professional support to clients, including regular reporting and issue resolution. Monitor deadlines and elevate exceptions or discrepancies promptly. Ensure all client servicing and administration activities are conducted in accordance with contractual documents, internal policies and regulatory requirements. Attend and support client meetings, assisting with any action items. Liaise with internal teams to resolve queries. Assist across the broader Custody business, supporting other portfolios and/or tasks within the team. Identify process improvement opportunities and contribute to efficiency initiatives. Contribute to business initiatives and strategic projects as directed by management. Support internal and external audits by assisting with any testing and providing required data and reports. About you Experience in the Australian custody market is highly desirable. 1+ years of experience in financial services in a similar role. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and strong problem-solving skills. 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. #J-18808-Ljbffr
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Council of the City of Sydney, Österreich Perpetual Limited VollzeitClient Service Officer, Custody – Perpetual Corporate Trust page is loaded## Client Service Officer, Custody – Perpetual Corporate Trustlocations: Sydneytime type: Full timeposted on: Posted Todayjob requisition id: R8387* **Be part of a brand that’s been named Trustee of the Year 9 years running*** **Enjoy up to 6 weeks of leave subject to...
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Senior Client Service Officer, Custody
vor 1 Woche
Council of the City of Sydney, Österreich Perpetual Limited VollzeitSenior Client Service Officer, Custody - Perpetual Corporate Trust Perpetual Group is an ASX‑listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. This is an exciting opportunity to become part of the Custody team within...
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Council of the City of Sydney, Österreich Perpetual Limited VollzeitSenior Client Service Officer, Custody – Perpetual Corporate Trust page is loaded## Senior Client Service Officer, Custody – Perpetual Corporate Trustlocations: Sydneytime type: Full timeposted on: Posted Todayjob requisition id: R8386* **Max Term Contract until March 2027*** **Be part of a brand that’s been named Trustee of the Year 9 years running***...
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