Client Service Officer, Custody Perpetual Corporate Trust

• Be part of a brand recognised as Trustee of the Year for 10 consecutive years

• Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle

• Modern, centrally located CBD offices with easy access to public transport

• Opportunities to grow your career within a fun, high‑performing, people‑first environment

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). PCT is a market leader in the real asset custody space and currently oversee approximately $240bn.  We manage ongoing liaison with clients’ banks, maintaining over 4,000 trust bank accounts and processing around 2,000,000 payments processed annually.

As a Client Service Officer you will be responsible for managing a portfolio of clients, ensuring their needs are met through proactive communication, expert guidance, and high-quality service delivery. The role requires subject matter expertise to resolve queries, maintain compliance, and deliver a seamless client experience.  Acting as a trusted partner to clients, the Client Service Officer strengthens long- term relationships and contributes to continuous improvement in service standards.

Key Responsibilities

• Provide responsive and professional support to clients, including regular reporting and issue resolution.

• Manage a dedicated portfolio of clients, acting as the primary day-to-day contact.

• Manage the receipt, validation and processing of client transactions.

• Monitor deadlines and escalate exceptions or discrepancies promptly.

• Ensure all client servicing and administration activities are conducted in  accordance with contractual documents, internal policies and regulatory  requirements.

• Attend and support client meetings, assisting with any action items.

• Liaise with internal teams to resolve queries.

• Assist across the broader Custody business, supporting other portfolios and/or tasks within the team.

• Identify process improvement opportunities and contribute to efficiency initiatives.

• Contribute to business initiatives and strategic projects as directed by management.

• Support internal and external audits by assisting with any testing and providing  required data and reports.

About you

We’re interested in hearing from people who have:

• 1+ years of experience in financial services in a similar client service operations or administration role

• Previous experience in the Australian custody market is highly desirable

• Intermediate Excel skills for day-to-day servicing and reporting (sorting/filtering, tables, basic formulas like SUMIF/XLOOKUP, reconciling data)

• Excellent written and verbal communication skills

• Strong organisational and time management abilities

• 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.