Perpetual Limited3 followers39 jobs

Client Service Officer, Custody – Perpetual Corporate Trust

Mid levelFull-timeHybridSydney NSW, AustraliaCustomer service and supportFinancial managementOperations consultingPosted 2 months ago
View your fit0 of 9 criteria met

About the job

Join Perpetual Group as a Client Service Officer in the Custody team, where you will play a vital role in managing client relationships and delivering exceptional service. This opportunity allows you to contribute to a company recognized as Trustee of the Year for nine consecutive years, while enjoying a flexible work environment and a commitment to diversity and inclusion. The team values collaboration and continuous improvement, ensuring a supportive atmosphere for personal and professional growth.

You'll be responsible for

📊

Managing client portfolios

Acting as the primary day-to-day contact for a dedicated portfolio of clients, ensuring their needs are met.
✅

Processing client transactions

Managing the receipt, validation, and processing of client transactions to ensure accuracy and compliance.
📞

Providing client support

Offering responsive and professional support to clients, including regular reporting and issue resolution.

Skills you'll need

🤝

Client management

Expertise in managing client relationships and ensuring their needs are met through proactive communication and high-quality service delivery.
🗣️

Communication skills

Excellent written and verbal communication skills to effectively interact with clients and internal teams.
🧩

Problem-solving

Strong problem-solving skills to address client queries and improve service standards.
View more

Meet the team

About the company

View your fit

0 of 5 criteria met
Experience in the Australian custody market
Demonstrated experience in the Australian custody sector is highly desirable.

View

1+ years in financial services
Proven experience in a similar financial services job is essential.

View

Excellent communication skills
Strong written and verbal communication skills are crucial.

View

Organisational and time management skills
Strong abilities in managing time and tasks effectively.

View

Attention to detail and problem-solving
High attention to detail with strong problem-solving capabilities.

View

  • Explore
    • Jobs
    • Companies
    • People
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Hatch Placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2025 Hatch
  • Privacy
  • Terms

A meaningful career starts with a match

Similar jobs

View all
Perpetual Limited
Perpetual Limited
Client Services Officer, Fixed Income – Perpetual Corporate TrustSydney, NSW · Full-time
This job is about being a vital part of the Fixed Income Operations Client Services team at Perpetual Corporate Trust. The position plays a crucial role in supporting clients and ensuring smooth trade processing and settlement functions. The team thrives on collaboration, initiative, and a commitment to excellence, creating an environment where everyone can contribute to client success.
IFM Investors
IFM Investors
Associate, Client ServiceMelbourne, VIC · Full-time
As an Associate, Client Service at IFM Investors, you will play a crucial role in delivering exceptional operational client experiences. This job is all about fostering strong relationships and ensuring seamless service delivery while collaborating with a global team. IFM Investors values inclusivity and offers a supportive environment where everyone can grow and contribute meaningfully.
Marsh McLennan
Marsh McLennan
Client Service ManagerMillers Point, NSW · Full-time
Joining Mercer as a Client Services Manager means becoming a vital part of a dynamic Client Service team in Sydney. This job offers an exciting opportunity to connect with clients and financial advisors, ensuring a seamless and outstanding client experience. The team thrives on collaboration, innovation, and a commitment to professional development, making it a fantastic place to grow your career.
Marsh McLennan
Marsh McLennan
Client Services AssociateMillers Point, NSW · Full-time
Join Marsh's Employee Health & Benefits team as a vital contributor in supporting Group Life claims and underwriting requests. This hybrid job, based in the Sydney office, offers an exciting opportunity to enhance your skills while providing essential administrative and technical support to colleagues and clients. The team thrives on collaboration, innovation, and a commitment to excellence, ensuring that every member plays a key role in delivering outstanding service.