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Client Service Officer

  • LocationSydney, NSW 2000
  • Work TypeFull time
  • Positions1 Position
  • Applications Close AtCloses in 17 days
    Published on 17 Nov 2021
  • Job no: R3450

Perpetual is currently seeking a motivated Client Services Officer with experience in securitisation, strong customer service and multi-tasking skills to join our growing team.

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 Securitisation Client Services Officer role.

The role of Client Services Officer is focused on providing end to end operational and compliance support and administration of payments within our securitisation team, while providing exceptional client service to our committed client base.

Working alongside some of the best in the industry, you’ll be both challenged and supported in this exciting role.

Workplace flexibility is alive and well at Perpetual, and we encourage our people to work where and how they work best.

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:

  • 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:

  • 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 industry in an administration or operational role
  • Securitisation experience and knowledge highly desirable
  • Strong operational skills desirable
  • Strong communication skills
  • Agile and the ability to deal with high volumes in a fast paced environment
  • 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
  • Intermediate experience in Microsoft Suite in particular Microsoft Word and Excel.

How do you apply? We’d love to learn more about how your interests and experience could be a fit and welcome applications from diverse candidates. If you require adjustments to our recruitment process, please speak to a member of the Perpetual Talent Acquisition team. 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.



  • Closes in 17 days - 15 Dec 2021
  • Published on 17 Nov 2021, 2:56 AM