Perpetual Limited3 followers39 jobs

Client Services Officer, Fixed Income – Perpetual Corporate Trust

Mid levelFull-timeHybridSydney NSW, AustraliaFinanceCustomer service and supportOperations consultingPosted 4 months ago
View your fit0 of 9 criteria met

About the job

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.

You'll be responsible for

🤝

Building client relationships

Building effective relationships with clients and dealers to enhance service delivery and satisfaction.
📈

Managing trade settlements

Instructing Euroclear/Austraclear settlements and ensuring all trades are settled before relevant deadlines.
🛡️

Identifying and mitigating risks

Identifying risks and determining ways to mitigate them while managing compliance with legal and statutory requirements.

Skills you'll need

🤝

Client service skills

Demonstrated customer service and relationship management skills to build effective relationships with clients and dealers.
💼

Fixed income knowledge

In-depth knowledge of both Euroclear and Austraclear, essential for trade processing and settlement functions.
⚖️

Risk management

Ability to identify risks and determine ways to mitigate them, ensuring compliance with legal and statutory requirements.
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Meet the team

About the company

View your fit

0 of 5 criteria met
3+ years in fixed income operations
Experience in middle office, treasury, or settlements roles is essential.

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Euroclear and Austraclear knowledge
In-depth understanding of these systems is crucial for success.

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Customer service skills
Demonstrated ability to build relationships with clients and dealers.

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Risk management experience
Proven ability to identify and mitigate risks effectively.

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Reconciliation and settlement expertise
Experience with settlement processes and reconciliation tasks is vital.

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