Client Associate, Managed Funds Services
About the job
The Client Associate job at Perpetual Corporate Trust is an exciting opportunity to join a leading fiduciary and custody business. This role is vital for delivering exceptional client service and ensuring compliance with trustee obligations. The team values collaboration and a supportive work environment, embracing a hybrid working model that promotes work-life balance.
You'll be responsible for
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Providing client support
Delivering superior client service and supporting the Client Management team in meeting trustee obligations.📋
Administering trustee activities
Administering trustee activities in accordance with policies and procedures to ensure compliance.✅
Monitoring compliance
Monitoring and completing all compliance requirements for allocated clients/funds in a timely manner.Key criteria
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2+ years in financial services
Experience in financial services or related fields is essential.View
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Client management experience
Demonstrated ability to support client management teams.View
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Knowledge of trusts
Understanding of trustee obligations and fund structures is highly desirable.View
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