Perpetual Limited5 followers35 jobs

Client Service Officer, Custody – Perpetual Corporate Trust

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

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.

Meet the team

About the company

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You'll be responsible for

📞

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

📊

1+ years in financial services

Experience in client service operations or administration roles is essential.

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🏦

Custody market experience

Previous experience in the Australian custody market is highly desirable.

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📈

Intermediate Excel skills

Proficiency in Excel for reporting and data management is required.

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Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
1+ years in financial services
Experience in client service operations or administration roles is essential.

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Custody market experience
Previous experience in the Australian custody market is highly desirable.

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Intermediate Excel skills
Proficiency in Excel for reporting and data management is required.

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

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Attention to detail
High attention to detail and strong problem-solving skills are necessary.

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A meaningful career starts with a match

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