Logo for Perpetual Limited

Client Services Consultant, Fordham

Role overview

Qualifications

  • Completion of secondary education – Year 12 or equivalent
  • Previous experience in a customer service and/or office administration role
  • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook
  • Good knowledge of Xero

Responsibilities

  • Operating phone and email systems to communicate effectively with members
  • Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members
  • Following established processes and maintaining accurate records, registers, documentation, and processing applications and payments within agreed timeframes
  • Preparing and processing member payments, reconciling payments in Xero and coding transactions as required

Key facts

Hard skills

Other skills

  • Customer Service
  • Microsoft Office
  • Detail Oriented
  • Communication
  • Collaboration
  • Problem Solving

About the company

Perpetual Limited logo

Perpetual Limited

Financial Services

Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

  • More time off for the things that matter - up to 6 weeks’ leave annually 

  • Work where we work best - hybrid office/work-from-home environment  

  • Work in a collaborative and supportive team environment 

About Fordham 

At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business. 

We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.  

Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth. 

We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive. 

About the role 

Fordham specialises in delivering member benefits programs and consulting services to Aboriginal communities around Australia. This Perth based role will provide support to the Executive Office Team. Reporting to the Client Services Manager the Client Services Consultant will be required to liaise with members of the Community, Trust Managers, Community Services Consultants, the Payments Team and various other stakeholders. You will deliver professional and responsive services to members, ensuring that they receive accurate information and that payments are made in accordance with Trust guidelines. 

Key responsibilities will include: 

  • Operating phone and email systems to communicate effectively with members (training will be provided). 

  • Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members, and communicating details and updates regarding Trust programs to members. 

  • Following established processes and maintaining accurate records, registers, documentation, and processing applications and payments within agreed timeframes. 

  • Preparing and processing member payments (training will be provided), reconciling payments in Xero and coding transactions as required. 

  • Maintaining a high degree of confidentiality and delivering exceptional customer service. 

About you 

  • Completion of secondary education – Year 12 or equivalent. 

  • Previous experience in a customer service and/or office administration role. 

  • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook. 

  • Good knowledge of Xero. 

  • Strong written and verbal communication skills, as well as a high level of attention to detail and accuracy. 

  • Experience of working with indigenous communities is desirable. 

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. 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Service Specialist (Customer Care) Related jobs

Other jobs at Perpetual Limited

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.