Client Service Officer, Custody

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.

Join a Leading Team at Perpetual Corporate Trust (PCT)

This is an exciting opportunity to become part of the Managed Funds Services Team 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.

About the Role

In this role, you will be responsible for managing and nurturing a portfolio of approximately 40 clients, ensuring high levels of satisfaction and engagement. You will respond to client enquiries related to services, financial products, fees, and conditions, while processing a wide range of payments including domestic, international, BPAY, and Direct Entry Files. The role involves validating client instructions, performing call-backs, and ensuring compliance with signatory requirements. You will coordinate with internal teams to ensure the timely and accurate execution of client instructions, handle equity transfers, FX bookings, and settlement processes such as DVP, Cash, and On Market. Additionally, you will perform account reconciliations, manage high-volume, high-value transactions, facilitate account openings and closures, term deposits, and bank audit confirmations, and contribute to identifying and mitigating operational risks.

About you- Demonstrated experience in financial services, particularly within payment operations or client services in a custody or banking environment.- Hands-on experience with banking platforms and a solid track record in payment processing (essential).- Proven expertise in handling International, RTGS, Direct Entry (DE), and BPAY transactions (essential).- Familiarity with CHESS and Austraclear systems.- A strong client service mindset, supported by excellent communication skills.- Ability to effectively manage multiple priorities in a dynamic, fast-paced environment.

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.