Client Service Officer, Custody - Perpetual Corporate Trust

Client Service Officer, Custody - Perpetual Corporate Trust page is loaded Client Service Officer, Custody - Perpetual Corporate Trust Apply locations Sydney time type Full time posted on Posted 3 Days Ago job requisition id R6601 12 Month Max Term Contract Work where we work best - Hybrid office/work-from-home environment Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation portfolios, investment and debt structures to protect the interests of our clients' investors. Corporate trust supports clients locally and overseas with a unique offering through five key service offerings: Debt Market Services; Managed Fund Services; Perpetual Asia, headquartered in Singapore; Perpetual Digital, which provides data services and software-as-a-service products; and Laminar Capital, which provides fixed income dealing, treasury and advisory services to government organisations, superannuation funds, local councils, ADIs, not-for-profits, wealth managers and sophisticated investors.

In this role you 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 team work and whilst encompassing Account Management, Risk Management, reconciliations, payments and in particular delivering exceptional client service.

About the role As a Client Service Officer at Perpetual Corporate Trust, you will:

Manage and own an portfolio of 40 clients

Build effective relationships with clients

Act upon Client instructions within required timeframes (SLAs)

Respond to client enquiries relating to various services, financial products, fees and conditions

Clearly communicate with clients to ensure they understand how to engage with us to ensure the best possible results for them

Liaise with internal stakeholders to ensure successful completion of payments/client instructions

Validate and check authorised signatories from clients' Proper instructions and perform call-backs where applicable

Process payments: domestic, International, BPAY & Direct Entry Files

Provide statements to clients where required

Arrange view access for external and internal Stakeholders

Manage large volume & high value payments

Book FX rates with dealers

Complete Equity transfers including Broker-to-Broker; HIN; Off/On Market transfers and conversions

Complete DVP, Cash, On Market Settlements

Ensure equity and managed fund settlements are settled as scheduled

Perform regular account reconciliations relating to domestic and global transactions

Arrange account opening with banks

Arrange account closures with banks

Arrange opening of Term Deposits

Arrange bank audit confirmations & cheque deposits

Identify risks and determine ways to mitigate them.

About you Demonstrated customer service and relationship management skills

Experience in treasury and retail banking functions

2 Year experience in settlement, reconciliation, payment and account management practices and processes

Experience with foreign currency transactions, global payment formatting, domestic banking platforms, RTGS & DE Files

Experience working in high volume, fast paced operations environment dealing with financial transactions and large monetary amounts on a daily basis

Sound knowledge of SWIFT, EXIGO, RTGS and RITS

Sound Chess Knowledge

Austraclear understanding.

Behaviours  Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

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 

Access to LinkedIn learning, study support and commitment to supporting professional development

Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion WGEA Employer of Choice for gender equality since 2018

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 support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.

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Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our HistoryIn 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

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