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Client Service Manager
3 months ago
Perpetual Corporate Trust (PCT) is one of the leading fiduciary and digital solutions providers to the banking and financial services industry.
Domestic and global financial institutions trust us to administer their debt, securitisation, and investment portfolios, while ensuring we fulfil our fiduciary duty in acting in the best interests of investors.
We provide a unique suite of products through its three businesses: Debt Market Services, Managed Funds Services, and our new digital solutions.
In this role you will have the opportunity to provide superior client service, ensure compliance requirements are met for all clients, ensure internal back-office requirements are completed, support the team structure, coach & develop Client Service Officers where applicable and develop & maintain relationships with key clients.
- Ensure Client instructions are completed in an accurate & timely manner by your team
- Manage, coach, and develop your team of Client Service Officers
- Build & maintain operational relationships with your allocated clients
- Monitor & manage all compliance requirements for your allocated clients
- Complete CSA testing in accordance with the CSA testing cycle timeframes
- Regularly interact with Operations, Finance, Group Risk, Legal, and Transaction Management Team
- Client Connect rule and obligation management
- Develop and maintain strong & effective relationships with allocated clients
- Compliance with Perpetual and Client Services Team (CST) Risk Management framework, policies & procedures etc. Looks to improve / streamline policies and procedures as needed.
- Participate in Team projects
- Develop a sound knowledge of Trust transaction documentation
- Attend industry functions as required.
- Business/Accounting/Economics/Law degree an advantage but not essential
- Completed ASF Securitisation professional course and Covered Bond Workshop
- Excellent client management skills and experience
- Sound staff management skills
- Good knowledge of the Securitisation industry
- Ability to manage and prioritise multiple tasks
- Strong attention to detail
- Minimum 5 years experience in Financial Services
Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits- Two weeks additional paid leave for Wellbeing & Community Leave
- Market competitive Parental Leave
- Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.
We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.
We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.
We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
