Associate, Service Delivery Operations
About the job
This job is an exciting opportunity to join the dynamic team at Perpetual Wealth Management as a Property Associate. The role is crucial in enhancing operational efficiency and improving client experiences through collaboration and strategic initiatives. The team values a supportive and collaborative work environment, where everyone is encouraged to stretch their capabilities and make a meaningful impact.
You'll be responsible for
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Documenting process changes
Document agreed process change initiatives to strengthen the team's strategic positioning and improve service delivery and operational efficiency.⚙️
Resolving operational issues
Assist with escalations and ensure timely resolution of operational issues to maintain service quality.🤝
Collaborating with teams
Collaborate with internal teams to deliver platform changes and enhancements, including guidance and training.Key criteria
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Relevant tertiary qualifications
Possession of qualifications in business, economics, or financial services.View
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5+ years in financial services
Experience in wealth management, asset management, or superannuation operations.View
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Understanding of regulatory frameworks
Knowledge of ASIC, APRA, and trustee responsibilities.View
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