Client Service Officer, Custody

2 weeks ago


Sydney, New South Wales, Australia Perpetual Limited Full time

Perpetual Corporate Trust - Trustee of the Year for the past 9 years- 12 month max term contract- Hybrid Working with 3 days in office

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to be part of the wider Managed Fund Services team within Perpetual Corporate Trust.

Join the Custody Payments team within Managed Fund Services as a Client Service Officer and become a key player in supporting our clients with precision, care, and professionalism. As a Client Service Officer, you will be the primary point of contact for a portfolio of 40 valued clients. You'll play a critical role in ensuring smooth financial operations, timely execution of client instructions, and maintaining strong, trust-based relationships.

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

About the Role- Manage and nurture a portfolio of 40 clients, ensuring high satisfaction and engagement- Respond to client enquiries regarding services, financial products, fees, and conditions- Process a wide range of payments including domestic, international, BPAY, and Direct Entry Files- Validate client instructions, perform call-backs, and ensure compliance with signatory requirements- Coordinate with internal teams to ensure timely and accurate execution of client instructions- Handle equity transfers, FX bookings, and settlement processes (DVP, Cash, On Market)- Perform account reconciliations and manage high-volume, high-value transactions- Facilitate account openings, closures, term deposits, and bank audit confirmations- Identify operational risks and contribute to mitigation strategies.

About you- Previous experience in financial services, particularly in payment and or client services in a banking environment will be highly regarded- Previous experience with Banking Platforms with demonstrated experience in a payment processing- Familiarity with CHESS and Austraclear- Experience with International, RTGS, DE and BPAY payments- Strong client service orientation with excellent communication skills- Proven ability to manage multiple priorities in a fast-paced environment.

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.


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