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April

Client Service Officer

Perpetual Limited - The Rocks, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Perpetual is seeking a motivated Client Services Officer with strong customer service and multi-tasking skills to join our growing team

Excellence, Integrity, Partnership

At Perpetual we know our people are responsible for our continued success. An investment in the growth of our people is an investment in the future of our business, so you’ll be challenged and supported in this exciting Client Services Officer role.

The role of Client Services Officer is being part of a high performing team focused on providing end to end operational and compliance support and administration of payments on a daily basis, while providing exceptional client service to our committed client base.

What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:

  • To maintain effective operational client relationships
  • To operate within all policies and procedures relevant to the Client Services Team
  • Compliance with the risk framework relevant to the Business Unit.
  • 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

What you will need to succeed:

To be considered for this opportunity, your qualifications, skills and experience could include:

  • Minimum 2 years’ experience in Financial Services or Insurance industry in an administration role
  • Ability to manage and prioritise multiple tasks
  • Effectively build and maintain trust and rapport with internal and external stakeholders
  • Demonstrate a drive for technical knowledge. Demonstrate a passion and pride in delivering successful outcomes.
  • High attention to detail and problem-solving skills

Why should you join Perpetual?

Perpetual is one of Australia’s leading financial institutions because for over 130 years we have been putting our clients first and offering an environment where diversity of thought is encouraged. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. This makes Perpetual a great place to work – a place where you can grow, thrive and make a difference in people's lives. Our culture is underpinned by our three core values: Excellence – delivering exceptional outcomes; Integrity – doing what’s right; and Partnership – succeeding together. We will continue to earn the trust of our clients in everything we do by staying true to our core values and financial principles.

Our vision is for a better, more equal Australia, where every child can go to school, grow up, have a job and make a contribution. Where every community is safe to live, work and play. As a corporate leader, we are committed to diversity and inclusion and recognise our social and economic responsibility to create opportunities for greater participation in the economy by all Australians.

For the third year running, Perpetual has been recognised by The Workplace Gender Equality Agency (WGEA) for being an employer who is committed to promoting gender equality in Australian workplaces. We are proud to be acknowledged for a culture where diverse backgrounds and perspectives are respected and everyone has a voice.

What’s in it for you?

When it comes to our employee benefits, we have everything you'd expect, and more.

  • What would you do with an additional week’s leave each year?
  • An employee share plan and discounted financial advice?
  • How about the flexibility to balance work and family life?
  • Not to mention parental leave and a return to work bonus.
  • There’s only one way to find out – join the team at Perpetual!

How do you apply? We’d love to learn more about how your interests and experience could be a fit. If you are interested in this position, please click on APPLY FOR THIS JOB to submit an up-to-date copy of your resume. A member of the Perpetual Talent Acquisition team will be in contact once your application has been reviewed.

#THRIVE #ACHIEVE #GROW