Client Service Officer, Debt Markets
5 days ago
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- Be part of a brand that’s been named Trustee of the Year 9 years running
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 Debt Market Services within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore. We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we’re committed to service excellence and enabling client success through innovation and integrity.
In this role you will be responsible for administering payment functions and provide daily operational and compliance support within the Client Services Team.
About the Role
As a Client Services Officer, you will:
- Maintain a working knowledge of assigned Trusts- Execute all payment instructions within agreed timeframes and SLA's- Develop and maintain effective operational client relationships for assigned clients / trusts- Use of all internal control checklists- Invoicing and billing- Client Connect Diary entry and follow up- Compliance with Policies and Procedures- Assisting with Client Management and liaison- Archiving and filing- Act as a backup for other team members- Good working knowledge of systems used within the team- Participate in team projects.
About you
We’re interested in hearing from people who have:
- A minimum of 12 months experience in a similar client service role- Prior experience in custody or securitisation is highly advantageous- Strong communication skills for liaising with clients- Maintain robust relationships with both internal and external clients and contacts- Ability to multitask effectively across various responsibilities- Strong attention to detail, and commitment to outstanding client service- A proactive and solution-focused approach, to help meet the needs of our clients.
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’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.
-
Debt Capital Markets
7 days ago
Sydney, New South Wales, Australia Baker & McKenzie Full time $120,000 - $180,000 per yearThe TeamOur Debt Capital Markets (DCM) practice, within our Banking & Finance team, is at the forefront of providing commercially astute advice to major Australian and global clients. Our transactions are not only in the Australian market but a significant number are offshore. Our expertise has been reflected in our DCM team being finalists both in the...
-
Securitisation/debt Markets Analyst
2 days ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Ancillary Areas- PermanentOur client is a large global financial services business, and this position works within their Debt Capital Markets group, specifically within their Securitisation Analytics team. **This small team runs the analysis for structured finance & securitisation deals managed by the client on behalf of external clients across the...
-
Junior Associate
2 days ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Ancillary Areas- PermanentOur client is a leading debt markets trading intermediary focussed on Fixed Income and Money Market dealing for Institutional and Semi Government clients. They are seeking an additional headcount to help manage their clients investing in the money markets. **_ The ideal applicants will have between 6 months to 4 years’...
-
Sydney, New South Wales, Australia Perpetual Limited Full time $90,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveBe part of a brand that's been named Trustee of the Year 9 years runningAccelerate your career with a role that offers real growth, mentorship, and impactPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct...
-
Client Services Executive
2 weeks ago
Sydney, Australia CMC Markets Full timeAre you looking to kickstart your career in Financial Services?! Come be an essential part of the reason CMC Markets has received ‘Canstar’s Most Satisfied Customers’ award for 12 years running! CMC Markets has an exciting new opportunity in our Chatswood office for an enthusiastic, people focused Client Services Executive. Why you’ll love working...
-
Client Services Executive
2 weeks ago
Sydney, Australia CMC Markets Full timeAre you looking to kickstart your career in Financial Services?! Come be an essential part of the reason CMC Markets has received ‘Canstar’s Most Satisfied Customers’ award for 13 years running! CMC Markets has an exciting opportunity in our Chatswood office for an enthusiastic, people focused Client Services Executive. Why you’ll love working at...
-
Client Services Associate
4 days ago
Sydney, Australia CMC Markets Full timeClient Services Associate If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing....
-
Client Services Associate
2 days ago
Sydney, Australia CMC Markets Full timeBilingual Client Services Associate (Mandarin and English) If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in...
-
Sydney, New South Wales, Australia Perpetual Limited Full time $120,000 - $180,000 per yearWork on market leading structured finance and securitisation transactions for major banks, funds, and corporatesMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: We offer hybrid working arrangements to ensure work-life balancePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting...
-
Money Market Client Services Associate
2 days ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Ancillary Areas- PermanentThis role exists to provide complete client services support in the delivery of a premium client experience and includes: **Responsibilities**: - Client Services: providing a specialised client support and guidance, with regards to queries relating to their investments. - Client Onboarding/AML: Onboarding of new clients,...