Client Services Officer, Debt Markets

6 days ago

Pitt Street Sydney, Australia Perpetual Full time $60,000 - $90,000 per year

  • Full Time - Permanent

  • 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. In this role you will be responsible for administering payment functions and provide daily operational and compliance support within the Client Services Team in Trust Services. Key responsibilities include maintaining effective operational client relationships, ensuring adherence to all relevant policies and procedures within the Client Services team, and complying with the risk framework pertinent to the Business Unit.

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 support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

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.

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