Client Service Officer - Foundation Team (Hybrid)

Department: Customer Foundation; Parramatta; Hybrid; AUD 87,000 - 95,000; Full time

Benefits offered by this job

Superannuation

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Job summary

NSW Trustee and Guardian is seeking a Client Service Officer in the Customer Foundation team based in Parramatta. You will be among the first contacts for customers under a financial management order, assisting those in challenging situations and gathering essential financial information.

You will manage caseloads, develop action plans, and coordinate with families and service providers to establish appropriate arrangements while maintaining accurate records and escalating complex cases when

Qualifications

• Tertiary qualifications relevant to financial management and/or extensive equivalent experience.

Responsibilities

• Onboard new customers by gathering relevant information about their finances and personal circumstances.
• Manage a customer caseload, develop action plans, process financial transactions and coordinate with families, carers, service providers and internal teams.
• Balance competing priorities, maintain accurate records, use sound judgement and escalate complex or sensitive matters when needed.
• Contribute to ongoing management of customers’ financial affairs.

Education

Tertiary qualifications relevant to financial management and/or extensive equivalent experience

Job description

NSW Trustee and Guardian is seeking a Client Service Officer in the Customer Foundation team based in Parramatta. You will be among the first contacts for customers under a financial management order, assisting those in challenging situations and gathering essential financial information.

You will manage caseloads, develop action plans, and coordinate with families and service providers to establish appropriate arrangements while maintaining accurate records and escalating complex cases when