Client Service Officer, Custody – Perpetual Corporate Trust
About the job
Join Perpetual Group as a Client Service Officer and be part of a team recognized as Trustee of the Year for 10 consecutive years. This exciting opportunity allows you to manage a portfolio of clients, ensuring their needs are met through proactive communication and expert guidance. The team thrives in a fun, high-performing, people-first environment, where your contributions to service standards and continuous improvement will be valued.
You'll be responsible for
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Providing client support
Delivering responsive and professional support to clients, including regular reporting and issue resolution, to ensure their needs are met.📂
Managing client portfolios
Acting as the primary day-to-day contact for a dedicated portfolio of clients, ensuring their requirements are addressed promptly.💼
Processing transactions
Managing the receipt, validation, and processing of client transactions to maintain smooth operations.Key criteria
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1+ years in financial services
Experience in client service operations or administration roles is essential.View
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Custody market experience
Previous experience in the Australian custody market is highly desirable.View
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Intermediate Excel skills
Proficiency in Excel for reporting and data management is required.View
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