Senior Client Service Officer, Custody – Perpetual Corporate Trust at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Trustee Services, Communication, Problem Solving, Organizational Skills, Attention to Detail, Financial Services, Compliance, Risk Management, Operational Management, Relationship Management, Continuous Improvement, Proactive Communication, Escrow Services, Managed Funds, Legal Agreements

Industry

Financial Services

Description

Be part of a brand that’s been named Trustee of the Year 9 years running More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance 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 Custody team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. The Senior Client Service Officer is responsible for managing a portfolio of clients, predominantly trustee, security trustee, nominee and escrow, ensuring their needs are met through proactive communication, expert guidance, and high-quality service delivery. The role requires strong subject matter expertise to resolve complex queries, maintain compliance, and deliver a seamless client experience. Acting as a trusted partner to clients, the Senior Client Service Officer strengthens long-term relationships and contributes to continuous improvement in service standards. Key Responsibilities Manage a dedicated portfolio of clients, focused on trustee, security trustee, nominee and escrow, acting as the primary day-to-day contact. Ensure all servicing activities and fiduciary obligations comply with internal policies, contractual documents, risk standards, and regulatory requirements. Attend client meetings with management. Deliver timely, accurate, and proactive client communications and reporting. Apply subject matter expertise to resolve complex queries and provide guidance on products, processes, and compliance requirements. Build strong, trust-based relationships by anticipating client needs and providing value-added support. Identify service improvements and work with internal stakeholders to enhance client experience. Collaborate with internal and external stakeholders to contribute to operational efficiency and service quality. Provide support to other teams within the Custody business, as required. Contribute to continuous improvement initiatives across team processes. Participate in business projects as delegated by management. About you We are seeking candidates who are proactive, solutions-oriented, and innovative. We’re looking for someone eager to learn, well organized, and who enjoys working with numbers and detail. You will bring: Knowledge of trustee, security trustee, nominee, and escrow service and a understanding of fiduciary obligations and risk standards 2+ years of experience in financial services in a similar role Understanding of managed funds Experience in the Australian custody market is highly desirable Previous experience reviewing and interpreting trust documents and legal agreements, as well as regulatory and operational management exposure (will be highly regarded) Excellent written and verbal communication skills Strong organisational and time management abilities High attention to detail and strong problem-solving skills, including initiative to drive change and enhance controls. 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 Senior Client Service Officer manages a portfolio of clients, ensuring their needs are met through proactive communication and high-quality service delivery. This role involves resolving complex queries, maintaining compliance, and strengthening long-term client relationships.