Corporate Trust Client Manager
2 months ago
We are seeking a highly skilled Client Manager to join our Corporate Trust team at Perpetual. As a Client Manager, you will be responsible for managing a portfolio of clients, building and maintaining effective client relationships, and ensuring superior client service.
Key Responsibilities- Manage client relationships across a portfolio of clients, including maintaining client relationship plans and conducting regular client visits.
- Ensure timely delivery of service and operational excellence in activities in accordance with Perpetual policies.
- Assist Senior Manager and Senior Client Manager to ensure compliance is managed appropriately in accordance with compliance plan controls.
- Develop and maintain operational relationships with key service providers.
- Present at the Board and Compliance Committee meetings as and when required.
- Minimum 5 years' experience in Financial Services or related experience.
- Prior experience servicing institutional clients.
- Legal background and/or knowledge of trusts and how they operate (highly desirable).
- Prior experience within accounting or tax (highly desirable).
- Knowledge of fund structures and experience within the managed funds industry (including custody, fund administration, registry, audit, investment operations).
- Work from anywhere in Australia for up to one month each year.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Access to LinkedIn learning, study support and commitment to supporting professional development.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
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Corporate Trust Client Manager
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our Corporate Trust team at Perpetual. As a Client Manager, you will be responsible for managing a portfolio of clients and building effective relationships with them to deliver superior client service.Key ResponsibilitiesEnsure delivery of service and operational excellence in activities...
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Corporate Trust Manager
3 weeks ago
Sydney, New South Wales, Australia Corporation Service Company Full timeJob SummaryWe are seeking a highly skilled and experienced Corporate Trust Manager to join our team at Corporation Service Company. The successful candidate will be responsible for coordinating and managing the provision of timely and accurate trustee services for a portfolio of trusts.Key ResponsibilitiesManage a book of investment manager clients and...
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Corporate Trust Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust CSMAt Anton Murray Consulting, we are seeking a highly skilled Corporate Trust Client Services Manager to join our team. As a key member of our Corporate Trust team, you will be responsible for managing client relationships and delivering exceptional client service.Key Responsibilities:Manage client relationships across a portfolio...
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Corporate Trust Portfolio Manager
1 month ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust CSMAt Anton Murray Consulting, we are seeking an experienced Corporate Trust Client Services Manager to join our team. As a key member of our Corporate Trust team, you will be responsible for managing client relationships and delivering exceptional client service.Key Responsibilities:Manage client relationships across a portfolio...
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Corporate Trust Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust CSMAt Anton Murray Consulting, we are seeking a highly skilled Corporate Trust Client Services Manager to join our team. As a key member of our Corporate Trust team, you will be responsible for managing client relationships and delivering exceptional client service.Key Responsibilities:Manage client relationships across a portfolio...
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Corporate Trust Portfolio Manager
1 month ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust CSMAt Anton Murray Consulting, we are seeking a highly skilled Corporate Trust Client Services Manager to join our team. As a key member of our Corporate Trust team, you will be responsible for managing client relationships and delivering exceptional client service.Key Responsibilities:Manage client relationships across a portfolio...
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Corporate Trust Portfolio Manager
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust Portfolio ManagerJob Summary: We are seeking a highly skilled Corporate Trust Portfolio Manager to join our team at Anton Murray Consulting. The successful candidate will be responsible for managing client relationships, ensuring timely regulatory lodgements, and maintaining operational excellence in activities in accordance with...
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Corporate Trust Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust Portfolio ManagerJob Summary: We are seeking a highly skilled Corporate Trust Portfolio Manager to join our team at Anton Murray Consulting. The successful candidate will be responsible for managing a portfolio of clients, building and maintaining effective client relationships, and delivering superior client service.Key...
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Corporate Trust Portfolio Manager
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Corporate Trust Portfolio ManagerAbout the Role:The Client Services Manager is responsible for managing all aspects of a portfolio of clients in order to build and maintain effective client relationships and deliver superior client service, ensuring all trustee obligations/operational activities are met in a timely manner. Our client is a...
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Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs a Client Manager at Perpetual Corporate Trust, you will be responsible for managing a portfolio of clients to build and maintain effective client relationships. This role requires compliance with laws, scheme/trust documentation, regulatory frameworks, Perpetual policies, and industry practices to ensure superior client service.Key...
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Corporate Trust Graduate
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeUnlock Your Potential with Perpetual Corporate TrustAre you a motivated and ambitious graduate looking to kick-start your career in the financial services industry? Perpetual Corporate Trust offers a unique opportunity to join a leading fiduciary and digital solutions provider to the banking and financial services industry.Our Graduate ProgramGain hands-on...
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Portfolio Manager
1 week ago
Sydney, New South Wales, Australia Corporation Service Company Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as an Assistant Manager - Corporate Trust. As a key member of our team, you will play a critical role in the provision of timely and accurate trustee services for a portfolio of trusts.Key ResponsibilitiesManage the daily operations of each client / fund and ensure...
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Assistant Trust Accountant – Corporate Trust
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs a Trust Accountant at Perpetual Corporate Trust, you will be responsible for assisting the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services for unregistered managed investment schemes (MITs) and securitisation vehicles.This client-facing role provides a unique opportunity to work with global fund...
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Corporate Trust Graduate
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeUnlock Your Potential with Perpetual Corporate TrustAre you a motivated and ambitious graduate looking to launch your career in the financial services industry? Perpetual Corporate Trust offers a unique opportunity to join a leading fiduciary and digital solutions provider to the banking and financial services industry.Our Graduate ProgramOur graduate...
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Corporate Trust Graduate
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeUnlock Your Potential with Perpetual Corporate TrustAre you a motivated and driven individual looking to launch your career in the financial services industry? Perpetual Corporate Trust is seeking a talented Graduate to join our team and embark on a rewarding career journey.About the RoleAs a Graduate with Perpetual Corporate Trust, you will have the...
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Assistant Trust Accountant – Corporate Trust
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs a Trust Accounting Specialist at Perpetual Corporate Trust, you will be responsible for assisting the Perpetual Corporate Trust Accounting team in providing accurate and timely accounting services for unregistered managed investment schemes (MITs) and securitisation vehicles.This client-facing role provides a unique opportunity to work with...
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Corporate Trust Professional
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAre you a motivated and ambitious professional looking to launch your career in the financial services industry?We are seeking a talented Graduate Fiduciary Specialist to join our team at Perpetual Corporate Trust.As a Graduate Fiduciary Specialist, you will have the opportunity to work with a leading fiduciary and digital solutions provider to the banking...
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Global Client Administrator
3 weeks ago
Sydney, New South Wales, Australia THE BANK OF NEW YORK MELLON CORPORATION Full timeJob SummaryWe are seeking a skilled Global Client Administrator to join our Corporate Trust Client Services team in Sydney, NSW Australia. As a key member of our team, you will provide exceptional client service to our institutional clients, manage moderately complex transactions, and assist clients with inquiries regarding company products and services.Key...
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Assistant Trust Accountant
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs a key member of our Perpetual Corporate Trust team, you will be responsible for providing accurate and timely accounting services to our clients. This includes assisting in the preparation of periodic management accounts and annual financial statements, calculating trust distributions, and performing account...
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Assistant Trust Accountant – Corporate Trust
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs a key member of the Perpetual Corporate Trust Accounting team, you will be responsible for providing accurate and timely accounting services for unregistered managed investment schemes (MITs) and securitisation vehicles. This client-facing role offers a unique opportunity to work with global fund managers, private equity, and alternative...