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Client Service Officer

Perpetual - Sydney, NSW

Banking & Finance
Source: uWorkin


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 a Client Service Officer to assist with the management of a portfolio of clients where custody services are provided across a variety of asset classes, specifically mortgage assets and real property assets

Why join Perpetual?

Perpetual is one of Australia’s leading financial institutions and blue-chip brands. We’ve been earning the trust from our clients for 130 plus years, some over four generations.

Working for us, you’ll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

Perpetual is proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

Working for us you will enjoy:

  • A flexible working environment
  • An additional week of paid leave each year
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
  • Market competitive Parental Leave.

What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:

  • First point of contact across client portfolio
  • Ongoing record management for assets held under client portfolio, including the recording of assets and related documents and transactions
  • Daily preparation of execution documents, which may include printing, basic review, providing to attorneys to sign, scanning/posting and recording the documents executed
  • Ongoing safekeeping of asset-related documents, including receiving and recording of documents, handling delivery to/from vault locations, and release of documents to third parties
  • Monthly and quarterly reporting to clients
  • Annual reconciliations across the assets for each client under the portfolio
  • Assist with testing and sample provisions across internal and external control testing and audits

What you will need to succeed:

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

  • At least 2 years’ experience working in a similar client service role is favourable
  • Experience working in mortgage administration preferred
  • 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.
  • Diligent, accurate, careful and ability to work in a fast-moving environment and in charge of time management

Excellence, Integrity, Partnership are the key values which underpin our high-performance culture. We are looking to support those in our business who role model these behaviours. We are also looking for talent to bring to life our organisational purpose of bringing ‘enduring prosperity’ to our clients, stakeholders, and the community.

How do you apply? We’d love to learn more about how your interests and experience could be a fit for this role. If you are interested, 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. Alternatively, if you would like further information please reach out to Ciara Ryan of the Talent Acquisition team.