Account Manager

1 week ago

Melbourne, Australia Perpetual Limited Full time

Join one of Australia's leading financial services organisations- Additional leave and well-being initiatives- Hybrid WFH/office model

As an Account Manager you will be one of the primary contacts for Perpetual Private wholesale and retail clients, providing end-to-end account management services. As a member of the Client Services team, you will be responsible for the On-boarding and Off-boarding of clients as well as responding to ad hoc queries accurately and in a timely manner. This role provides a unique opportunity to work with multiple internal stakeholders.

Sounds interesting? Here are some specifics about the opportunity:
- Deliver an outstanding end-to-end client management experience for Perpetual Private clients,- Manage accounts from opening through to account closure- Build effective relationships with Partners, Advisers, AFA’s, Trust Managers, and External stakeholders.- Maintain accurate records in internal systems; both electronic and paper-based format- Manage ad-hoc requests effectively and in a timely manner- Assist in the delivery of materials for meetings and investment reviews- Assist with any fee related processing and escalations

To be considered for this opportunity, your qualifications, skills and experience could include:
- 3+years proven experience servicing Private Clients- Applicants should be able to demonstrate a passion for client services, be a team player with a proactive attitude and client first mind-set- Strong operational and back-office knowledge- High level of attention to detail applied to all tasks, with strong written and verbal skills- Competence in Salesforce, Excel, Word- Ability to multi-task and meet tight deadlines

Our opportunity

We’d love to learn more about how your interests and experience could be a fit. 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 Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. 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.

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