Payments Officer

* Be the primary point of contact for a portfolio of 40 valued clients, ensuring their needs are met with empathy, accuracy, and efficiency while building trust-based relationships. * Enjoy flexible hybrid working arrangements with three days in the office and the ability to work from anywhere in Australia for up to one month each year, supporting your personal wellbeing and work-life balance.

What you'll do:

As a Client Service Officer – Payments Operations based in Sydney, you will play a pivotal role in supporting both domestic and global financial institutions by ensuring smooth execution of payment operations. Your day-to-day activities will involve acting as the trusted first point of contact for your assigned client portfolio—responding empathetically to queries about services or products while maintaining clear communication throughout every interaction. You will process various types of payments with great care; validate instructions through diligent checks; collaborate seamlessly with colleagues across departments; handle complex settlement processes; perform detailed reconciliations; facilitate essential account changes; identify risks early; and contribute ideas for ongoing improvements. Success in this role means consistently delivering dependable service that strengthens client trust while upholding rigorous compliance standards.

• Manage and nurture a dedicated portfolio of 40 clients by providing responsive, considerate support tailored to their individual needs.
• Respond promptly and thoughtfully to client enquiries regarding services, financial products, fees, and conditions to ensure clarity and satisfaction.
• Process a wide range of payments including domestic transfers, international payments, BPAY transactions, and Direct Entry Files with meticulous attention to detail.
• Validate client instructions through careful review and call-backs while ensuring strict compliance with signatory requirements at all times.
• Coordinate closely with internal teams to guarantee timely and accurate execution of all client instructions across multiple platforms.
• Handle equity transfers, foreign exchange bookings, and settlement processes such as Delivery Versus Payment (DVP), cash settlements, and on-market transactions with reliability.
• Perform thorough account reconciliations while managing high-volume, high-value transactions efficiently and accurately.
• Facilitate account openings, closures, term deposits, and bank audit confirmations by following established procedures with sensitivity to client timelines.
• Identify potential operational risks proactively and contribute positively to mitigation strategies that protect both clients and the organisation.
• Support continuous improvement initiatives by sharing insights gained from daily interactions with clients and internal stakeholders.

What you bring:

To excel as a Client Service Officer – Payments Operations, you will bring proven experience from roles within financial services—ideally involving direct exposure to payment processing or client support functions in banking. Your familiarity with industry-standard platforms such as CHESS or Austraclear will enable you to navigate settlement processes confidently. You possess an innate ability to communicate clearly and empathetically with clients from varied backgrounds while juggling multiple priorities without compromising quality. Your attention to detail ensures every transaction is processed correctly; your collaborative spirit makes you an asset within any team setting; your awareness of risk factors keeps operations secure; and your dedication to inclusivity ensures everyone feels welcome. These qualities—combined with your technical know-how—will allow you not only to meet but exceed expectations in this rewarding role.

• Previous experience working within financial services environments—particularly in payment operations or client services within banking—is highly regarded for this position.
• Demonstrated expertise using banking platforms combined with hands-on experience in payment processing ensures you can hit the ground running.
• Familiarity with CHESS (Clearing House Electronic Subregister System) and Austraclear systems is advantageous for handling settlement processes effectively.
• Experience processing International payments as well as Real Time Gross Settlement (RTGS), Direct Entry (DE), and BPAY transactions is beneficial.
• A strong orientation towards client service paired with excellent written and verbal communication skills enables you to build rapport easily.
• Proven ability to manage multiple priorities simultaneously while remaining calm under pressure supports success in busy periods.
• Meticulous attention to detail when validating instructions or reconciling accounts helps maintain accuracy across all tasks.
• A collaborative approach when working with internal teams fosters positive outcomes for both clients and colleagues alike.
• Awareness of operational risk factors along with willingness to contribute ideas for mitigation demonstrates responsibility towards organisational safety.
• Commitment to upholding diversity, inclusion, and ethical standards aligns well with our workplace culture.

What sets this company apart:

This organisation stands out as one of Australia’s most respected financial institutions due to its unwavering commitment to service excellence, innovation in managed fund solutions, and robust approach towards risk management. Employees benefit from a unique culture shaped by core behaviours that encourage stretching beyond comfort zones, taking ownership of outcomes, and making meaningful impacts every day. The company’s hybrid working model provides genuine flexibility—including three days per week in the Sydney office plus the option to work remotely from anywhere in Australia for up to one month annually—enabling you to balance professional ambitions with personal wellbeing. A generous annual allowance empowers you further to prioritise self-care. Professional development is actively supported through study assistance programmes so you can continue growing your skills over time. Diversity is celebrated here: comprehensive strategies promote inclusion across all levels; employee-led networks foster belonging; partnerships support First Nations communities; applications from Aboriginal and Torres Strait Islander people are warmly encouraged; everyone is welcomed regardless of background or circumstance. This is an environment where your contributions matter—and where you can truly thrive both personally and professionally.

What's next:

If you are ready to take on an engaging new challenge where your skills will be valued every day, we invite you to apply now for this rewarding opportunity!

Apply today by clicking on the link provided—your next fulfilling career move awaits.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply, please click "Apply" or contact Maggie Bartley on +61 2 8289 3147 or maggie.bartley@robertwalters.com.au for a confidential discussion.