Client Services Consultant - Fordham at Perpetual Limited

Perth, Western Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

17 Feb, 26

Salary

0.0

Posted On

19 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Office Administration, Microsoft Office, Xero, Communication, Attention to Detail

Industry

Financial Services

Description

More time off for the things that matter - up to 6 weeks’ leave annually Work where we work best - hybrid office/work-from-home environment Work in a collaborative and supportive team environment About Fordham At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business. We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth. Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth. We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive. About the role Fordham specialises in delivering member benefits programs and consulting services to Aboriginal communities around Australia. This Perth based role will provide support to the Executive Office Team. Reporting to the Client Services Manager the Client Services Consultant will be required to liaise with members of the Community, Trust Managers, Community Services Consultants, the Payments Team and various other stakeholders. You will deliver professional and responsive services to members, ensuring that they receive accurate information and that payments are made in accordance with Trust guidelines. Key responsibilities will include: Operating phone and email systems to communicate effectively with members (training will be provided). Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members, and communicating details and updates regarding Trust programs to members. Following established processes and maintaining accurate records, registers, documentation, and processing applications and payments within agreed timeframes. Preparing and processing member payments (training will be provided), reconciling payments in Xero and coding transactions as required. Maintaining a high degree of confidentiality and delivering exceptional customer service. About you Completion of secondary education – Year 12 or equivalent. Previous experience in a customer service and/or office administration role. Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook. Good knowledge of Xero. Strong written and verbal communication skills, as well as a high level of attention to detail and accuracy. Experience of working with indigenous communities is desirable. How we work Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. Employee benefits Work from anywhere in Australia for up to one month each year. An annual allowance to empower you to prioritise your personal wellbeing. Study support and commitment to supporting professional development. Diversity and inclusion Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy. A growing number of employee-led networks who work to raise awareness and drive continued change. We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

The Client Services Consultant will provide support to the Executive Office Team and liaise with various stakeholders. Key responsibilities include delivering professional services to members and ensuring accurate information and payments in accordance with Trust guidelines.