Client Associate, Managed Funds Services – Perpetual Corporate Trust
About the job
The Client Associate position at Perpetual Corporate Trust is an exciting opportunity to join a leading fiduciary and custody business. This job plays a crucial role in delivering superior client service and ensuring compliance with trustee obligations. The team values collaboration and supports a hybrid working model, allowing for flexibility and a healthy work-life balance.
You'll be responsible for
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Ensuring compliance
Undertaking assigned activities to ensure full compliance with trust obligations.📋
Administering trustee activities
Administering trustee activities in accordance with policies and procedures.🌐
Building client relationships
Building and maintaining operational relationships with allocated clients.Key criteria
📊
Minimum 2 years in financial services
Experience in financial services or related fields is essential.View
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Client management experience
Proven experience supporting client management or operational teams.View
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Knowledge of trusts and obligations
Understanding of legal frameworks governing trusts is highly desirable.View
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