Client Relationship Specialist

3 days ago


Perth, Western Australia beBeeClientCentric Full time $90,000 - $140,000

About Us

We are a leading provider of Trust Management Services. Our team is dedicated to delivering exceptional client experiences and ensuring the smooth management of trust accounts.

Job Description: We are seeking a skilled professional to join our team as a Relationship Manager. The successful candidate will be responsible for building strong relationships with clients, managing their trust accounts, and providing tailored solutions to meet their needs.

Key Responsibilities:

  • BUILD STRONG RELATIONSHIPS WITH CLIENTS TO UNDERSTAND THEIR NEEDS AND CIRCUMSTANCES.
  • MANAGE TRUST ACCOUNTS EFFECTIVELY, ENSURING COMPLIANCE WITH GOVERNING DOCUMENTS, LEGISLATION, AND COMPANY POLICY.
  • WORK COLLABORATIVELY WITH SPECIALIST TEAMS TO DELIVER EXCELLENT CUSTOMER SERVICE AND SUPPORT.

Required Skills and Qualifications:

  • MINIMUM OF 2 YEARS' EXPERIENCE IN A TRUSTEE, FINANCIAL SERVICES, RISK, AND COMPLIANCE ENVIRONMENT.
  • EXPERIENCE WORKING IN A CLIENT-CENTRIC BUSINESS ENVIRONMENT.
  • FIDUCIARY KNOWLEDGE.
  • SOUND PROBLEM-SOLVING AND DECISION-MAKING SKILLS.

Benefits:

  • UP TO 6 WEEKS OF ANNUAL LEAVE.
  • flexible work environment.
  • study support and commitment to supporting professional development.
  • strong commitment to diversity and inclusion.

About Perpetual

Perpetual is a leading provider of Trust Management Services. Our team is dedicated to delivering exceptional client experiences and ensuring the smooth management of trust accounts. 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.



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