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Perpetual Limited
Max Term Contract until March 2027
Join a supportive Custody team and build trusted client relationships while delivering high quality service and continuous improvement
Modern, centrally located CBD offices with easy access to public transport and hybrid working model
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Custody Team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT is a specialist business within the Perpetual Group, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
The Senior Client Service Officer is responsible for managing a portfolio of clients, predominantly trustee, security trustee, nominee and escrow, ensuring their needs are met through proactive communication, expert guidance, and high-quality service delivery. The role requires strong subject matter expertise to resolve complex queries, maintain compliance, and deliver a seamless client experience. Acting as a trusted partner to clients, the Senior Client Service Officer strengthens long-term relationships and contributes to continuous improvement in service standards.
Key Responsibilities
Manage a dedicated portfolio of clients, focused on trustee, security trustee, nominee and escrow, acting as the primary day-to-day contact.
Ensuring all servicing activities and fiduciary obligations comply with internal policies, contractual documents, risk standards, and regulatory requirements.
Attending client meetings with management.
Delivering timely, accurate, and proactive client communications and reporting.
Applying subject matter expertise to resolve complex queries and provide guidance on products, processes, and compliance requirements.
Build strong, trust-based relationships by anticipating client needs and providing value-added support.
Identify service improvements and work with internal stakeholders to enhance client experience. Collaborate with internal and external stakeholders to contribute to operational efficiency and service quality.
Provide support to other teams within the Custody business, as required.
Contribute to continuous improvement initiatives across team processes. Participate in business projects as delegated by management.
About you
We’re interested in hearing from people who have:
Understanding of trustee operations, transaction processing, asset safeguarding, fiduciary reporting, and regulatory obligations
2+ years of experience in financial services in a similar role
Excellent written and verbal communication skills
Strong organisational and time management abilities
Strong Excel skills and confidence working with data and report
High attention to detail and strong problem-solving skills.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
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
Study support and commitment to supporting professional development
Diversity and inclusion
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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Start of main content
work from home
city, state/territory, postcode or 'remote'
work from home jobs
2,000+ jobs
Customer Success Manager
DoorDash Australia
Sydney NSW
Creative Director (Consumer Products)
Glitch Productions
Remote
Relocation assistance
Work from home
Transportation links
Finance Manager, Commercial and Operations Projects
The Royal Australian College of General...
Melbourne VIC
Annual leave
Paid volunteer leave
On-site parking
Training program
Billing and Accounts Receivable Supervisor
Finity
Sydney NSW
Senior Client Service Officer, Custody – Perpetual Corporate Trust
Perpetual Limited
Sydney NSW
Transportation links
Work from home
Business Performance Manager
Aware Super
Sydney NSW
Risk & Resilience Lead
The Royal Australian College of General...
East Melbourne VIC 3002
Annual leave
Salary packaging
Paid volunteer leave
Training program
SMSF Accountant
Grant Thornton Australia
Perth WA 6000
Health insurance
Gym membership
Insurance services
Work from home
Circulation Analyst
Are Media
Sydney NSW
Parental leave
Paid volunteer leave
Work from home
Senior Trust Officer
Law Partners
Sydney NSW
Birthday leave
Lead Instructor: Software Development
Correlation One Expert Network
Remote
SailPoint and Identity Specialist
Darumatic
Sydney NSW
Senior Corporate Accountant
Capricorn Society Limited
Perth WA
Parental leave
Gym membership
Employee rewards program
Wellness program
Business Account Manager
TechPath
Brisbane QLD
Annual leave
Free snacks
Work from home
Senior Insurance Specialist
Australian Retirement Trust
Melbourne VIC 3000
HEAD OF RISK ADVISORY
HBF Health
Perth WA
Health insurance
Paid volunteer leave
Work from home
Support Officer Field
Elders
Bundaberg QLD
APS5 Administration and Procurement Officer, Medicines Safety and Quality
Australian Commission on Safety and Quality in...
Sydney NSW 2000
Blackmores Digital Marketing Manager
Blackmores Group
Surry Hills NSW
Emergency Management Coordinator
Mount Alexander Shire Council
Victoria
Parental leave
Employee assistance program
Transportation links
Work from home
Customer Retention Lead
Racing and Wagering Western Australia
Osborne Park WA 6017
Free parking
Employee rewards program
Visa sponsorship
Procurement Officer
North Western Melbourne Primary Health Network...
Docklands VIC
Parental leave
Salary packaging
Transportation links
Derivative Reporting Analyst
Australian Retirement Trust
Brisbane QLD 4000
Brand Design Director
THERE
Chippendale NSW 2008
Performance Creative Strategist
Heidi
Sydney NSW
Work from home
People also searched:
Employers: Post a Job
Perpetual Limited
Max Term Contract until March 2027
Join a supportive Custody team and build trusted client relationships while delivering high quality service and continuous improvement
Modern, centrally located CBD offices with easy access to public transport and hybrid working model
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Custody Team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT is a specialist business within the Perpetual Group, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits.
About the Role
The Senior Client Service Officer is responsible for managing a portfolio of clients, predominantly trustee, security trustee, nominee and escrow, ensuring their needs are met through proactive communication, expert guidance, and high-quality service delivery. The role requires strong subject matter expertise to resolve complex queries, maintain compliance, and deliver a seamless client experience. Acting as a trusted partner to clients, the Senior Client Service Officer strengthens long-term relationships and contributes to continuous improvement in service standards.
Key Responsibilities
Manage a dedicated portfolio of clients, focused on trustee, security trustee, nominee and escrow, acting as the primary day-to-day contact.
Ensuring all servicing activities and fiduciary obligations comply with internal policies, contractual documents, risk standards, and regulatory requirements.
Attending client meetings with management.
Delivering timely, accurate, and proactive client communications and reporting.
Applying subject matter expertise to resolve complex queries and provide guidance on products, processes, and compliance requirements.
Build strong, trust-based relationships by anticipating client needs and providing value-added support.
Identify service improvements and work with internal stakeholders to enhance client experience. Collaborate with internal and external stakeholders to contribute to operational efficiency and service quality.
Provide support to other teams within the Custody business, as required.
Contribute to continuous improvement initiatives across team processes. Participate in business projects as delegated by management.
About you
We’re interested in hearing from people who have:
Understanding of trustee operations, transaction processing, asset safeguarding, fiduciary reporting, and regulatory obligations
2+ years of experience in financial services in a similar role
Excellent written and verbal communication skills
Strong organisational and time management abilities
Strong Excel skills and confidence working with data and report
High attention to detail and strong problem-solving skills.
We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
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
Study support and commitment to supporting professional development
Diversity and inclusion
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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Client Service Officer, Custody - Perpetual Corporate Trust position is now open for candidates interested in the BPO Jobs sector. This role in Adelaide offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in BPO Jobs is a plus.
