Perpetual Limited is a global financial services group operating across wealth management, asset management and corporate trustee services. Its work spans private wealth advice, investment management, superannuation and retirement solutions, securitisation, custody, managed funds, and digital data and intelligence. The company serves high-net-worth individuals, families, institutions, advisers and not-for-profit organisations, with investment capabilities covering Australian and international equities, credit and fixed income, multi-asset strategies and listed investment vehicles. Its hiring context may include opportunities across financial services, investment management, advisory, operations, technology and corporate support functions, with a stated focus on responsible investing and sustainability.
Client Services Officer, Debt Markets — Hybrid Australia
Support payment operations, compliance activities and client relationships for Perpetual Corporate Trust, an Australian fiduciary and custody business. Develop practical expertise in debt markets and securitisation services.
Description
- Process payment instructions accurately within established service levels
- Build and sustain effective operational relationships with designated clients
- Develop working knowledge of assigned trusts and relevant team systems
- Handle invoicing, billing and Client Connect obligations
- Apply internal controls, policies, procedures and applicable risk frameworks
- Assist with client administration, record keeping, archiving and filing
- Participate in team projects and provide cover for colleagues when needed
- Manage payment functions while supporting the Client Services Team with daily operational and compliance activities
Requirements
- At least one year of experience in financial services
- Experience or familiarity with securitisation or debt markets is desirable, though not required
- Strong accuracy, attention to detail and time-management abilities
- Analytical judgement with a practical approach to solving problems
- Clear communication skills and confidence engaging with clients and colleagues
- A collaborative mindset and readiness to support the wider team
Benefits
- Hybrid work arrangement with at least two to three days each week in a recently renovated modern office
- Opportunity to work from anywhere in Australia for up to one month annually
- Annual allowance for personal wellbeing priorities
- Study assistance
- Support for ongoing professional development