Perpetual
Client Service Officer
To be Australia's largest independent wealth manager of choice.
Business Operations and Strategy
Full-time
Office | Sydney, Australia
Visa sponsorship · No
Entry Level · A role for someone with underlying potential, good motivation and ability to learn. Typically no direct experience is required.
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Why Perpetual
Perpetual Limited (ASX:PPT) is an ASX-listed, diversified financial services company, which has been serving clients since 1886. Across our four businesses: Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Corporate Trust and Perpetual Private, we aim to protect and grow our clients’ wealth, knowing that by doing so we can make a difference in their lives. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships – Trust is earned, every day.Fcba
About the role
Reporting to the Senior Client Service Manager, the Client Service Officer will have the opportunity to build effective relationships with clients as part of the Custody payment team within Managed Fund Services. This unique role has an emphasis on teamwork and whilst encompassing Account Management, Risk Management, reconciliations, payments and in particular delivering exceptional client service.
What you'll be responsible for
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Process Management and Ongoing Improvement
Manage and improve organizational processes to minimize complexities and increase productivity
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Execution and Project Management
Plan and deliver project plans by managing people, resources, budget, and timelines, to support the organization’s goals
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Data Analysis and Reporting
Analyze data to discover and communicate insights, and offer concrete recommendations for key stakeholders to make critical decisions
Skills you'll need
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Collaboration
Works with others by being open, clear in communication and listening to achieve goals
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Prioritization
Compares and ranks the relative importance &/or urgency of different tasks to identify the best order of actions
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Problem solving
Identifies problems and develops logical solutions that address the problems
Meet the team
