Client Services Officer, Debt Markets - Perpetual Corporate Trust at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

24 Aug, 26

Salary

0.0

Posted On

26 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Payment Administration, Compliance Support, Invoicing and Billing, Risk Framework Adherence, Multitasking, Attention to Detail, Communication Skills, Custody, Securitisation

Industry

Financial Services

Description

Max Term Contract Opportunity: 12 to 13 Months Modern, centrally located CBD offices with easy access to public transport Work in brand‑new, state‑of‑the‑art offices in the heart of Sydney’s CBD Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. This is an exciting opportunity to become part of the Debt Market Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. In this role you will be responsible for administering payment functions and provide daily operational and compliance support within the Client Services Team in Trust Services. Key responsibilities include maintaining effective operational client relationships, ensuring adherence to all relevant policies and procedures within the Client Services team, and complying with the risk framework pertinent to the Business Unit. About the Role As a Client Services Officer, you will: Maintain a working knowledge of assigned Trusts Execute all payment instructions within agreed timeframes and SLA's Develop and maintain effective operational client relationships for assigned clients / trusts Use of all internal control checklists Invoicing and billing Client Connect Diary entry and follow up Compliance with Policies and Procedures Assisting with Client Management and liaison Archiving and filing Act as a backup for other team members Good working knowledge of systems used within the team Participate in team projects. About you We’re interested in hearing from people who have: A minimum of 12 months experience in a similar client service role Prior experience in custody or securitisation is highly advantageous Strong communication skills for liaising with clients Maintain robust relationships with both internal and external clients and contacts Ability to multitask effectively across various responsibilities Strong attention to detail, and commitment to outstanding client service A proactive and solution-focused approach, to help meet the needs of our clients. We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply. 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 role involves administering payment functions and providing operational and compliance support within the Client Services Team. Key duties include maintaining client relationships, executing payment instructions, and ensuring adherence to risk frameworks and internal policies.