Client Services Executive - Custodian Vaults

Pallion; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Employee benefits

Leave benefits

EAP services

Job summary

Pallion is seeking a Client Services Executive for its Custodian Vaults business in Sydney. You will handle face-to-face, phone and email client interactions, delivering a professional and personalised experience while supporting vaulting services and sales initiatives.

Ideal candidates bring client service or admin experience, strong organization, and excellent communication. In-house training is provided; a collaborative, inclusive team environment and valuable employee benefits are offered.

Qualifications

• Previous client service, customer service or administration experience.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Professional, well-presented and positive team player.
• Intermediate Microsoft Office and Excel skills.

Responsibilities

• Manage incoming calls, emails and client enquiries.
• Support clients with vaulting, precious metals and account-related queries.
• Manage lease renewals, insurance records and client documentation.
• Conduct client-focused vault tours and assist with outbound sales.
• Support sales growth, client retention and business development initiatives.
• Complete client compliance checks and assist with overdue accounts.
• Prepare reports and business proposals as required.
• Liaise with internal teams, suppliers and service providers.

Skills

Client service

Communication

Interpersonal skills

Organisational skills

Microsoft Office

Excel

Tools

Microsoft Office

Excel

Job description

Client Services Executive - Custodian Vaults

Pallion is Australasia's largest precious metals services group and one of Australia's leading private companies. With operations across Australia, Hong Kong and mainland China, we design, manufacture and distribute precious metal products and services through leading brands including ABC Bullion, ABC Refinery, ABC Mint, Palloys, Custodian Vaults, W.J. Sanders and Goldenage International.

About the Role

A fantastic opportunity has become available within our Custodian Vaults business as a Client Services Executive.

Custodian Vaults is a state-of-the-art private vaulting facility providing premium, secure safety deposit box solutions. Combining advanced security technology with exceptional customer service, we deliver a trusted, discreet and confidential experience with the highest standards of protection and privacy.

Reporting directly to General Manager - Custodian Vaults, the purpose of the Client Services Executive is toutilise your amazing people skills by assisting clients with any queries, and ensuring the highest level of service is provided. This is a people-focused role suited to someone who enjoys connecting with clients, solving problems and delivering a professional, personalised experience across face-to-face, phone and email interactions.

Key Responsibilities

• Manage incoming calls, emails and client enquiries.
• Support clients with vaulting, precious metals and account-related queries.
• Manage lease renewals, insurance records and client documentation.
• Conduct client-focused vault tours and assist with outbound sales.
• Support sales growth, client retention and business development initiatives.
• Complete client compliance checks and assist with overdue accounts.
• Prepare reports and business proposals as required.
• Liaise with internal teams, suppliers and service providers.

About you

You will ideally have:

• Previous client service, customer service or administration experience.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Professional, well-presented and positive team player.
• Intermediate Microsoft Office and Excel skills.

In house training in all aspects of the role will be provided.

As part of the Pallion team, you'll enjoy a dynamic and supportive working environment with opportunities to:

• Be part of a welcoming and inclusive workplace that values wellbeing.
• Access ongoing training and meaningful opportunities for career development.
• Enjoy exclusive employee benefits and a range of leave benefits.
• Access confidential Employee Assistance Program (EAP) services.
• Participate in team and company events throughout the year.
• Celebrate birthdays and service anniversaries with the team.

We invite qualified candidates who share our values of Golden Rule,Excellence,Agility,Trust, and a commitment toDelighting our customersto apply for this role.

You must have full working rights in Australia.

For more information on Pallion, please visit https://pallion.com