Client Services Officer - Retirement Living

Christian Community Services; Sydney; On-site; AUD 100,289,000 - 104,698,000; Full time

Job summary

The NSW State Government is seeking a compassionate Client Service Officer based in Parramatta to support customers facing complex personal and financial circumstances. You will assist with onboarding, financial administration, budgeting, customer enquiries and ongoing support with empathy and professionalism.

Key duties include processing onboarding, triage of complexity, maintaining records, responding to enquiries, and collaborating with internal teams.

Qualifications

• Experience supporting vulnerable individuals in customer service.
• Financial administration background with budgeting experience.
• Call centre or high-volume customer service experience.
• Strong phone etiquette and written/verbal communication.
• Ability to handle sensitive information with discretion and empathy.

Responsibilities

• Support customer financial management and action planning.
• Onboard customers and triage complexity.
• Respond to enquiries and resolve issues professionally.
• Maintain accurate records and liaise with internal teams.
• Escalate complex matters when required.
• Demonstrate strong customer service and communication skills.

Skills

Customer service

Empathy

Communication skills

Financial administration

Stakeholder collaboration

Attention to detail

Tools

Platform and wrap services familiarity

Job description

NSW State Government - Client Service Officer

2150 Parramatta Mayday Recruitment

Posted today

Job Description

Client Service Officer - NSW State Government

We are seeking a compassionate and customer-focused Client Service Officer for one of the leading NSW State Government teams based in Parramatta.

This opportunity is ideal for candidates with strong customer service skills, experience supporting vulnerable individuals, a background in financial administration and/or community services.

• Start: ASAP
• Contract: Initial 1-month contract with strong potential for extension
• Pay Rate: $40 per hour + super
• Hours: 35 hours per week
• Work Arrangement: Full time in office role

About the Role

You will support customers experiencing complex personal and financial circumstances by assisting with onboarding, financial administration, budgeting, customer enquiries, and ongoing support services while delivering empathetic and professional customer care.

The customer base includes vulnerable individuals such as:

• Customers in aged care
• Young people previously in care
• Adults living with disability
• Customers with significant assets or property

Key Responsibilities

• Support customer financial management and action planning
• Build rapport and understand individual customer needs
• Conduct onboarding and triage customer complexity
• Respond to enquiries and resolve issues professionallyMaintain accurate records and liaise with internal teams
• Escalate complex matters where required
• Experience supporting vulnerable individuals
• Finance background - had experience in managing finances before
• Strong customer service and communication skills
• Ability to manage sensitive matters with empathy and professionalism
• Comfortable working within policies and compliance frameworks

Requirements

• Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable).
• A proven track record in client service, ideally in a call centre environment, and a genuine passion for helping customers.
• Confidence in resolving queries and delivering outstanding phone interactions.
• Strong problem-solving skills and the ability to collaborate effectively with multiple stakeholders.
• Quick learner with the ability to adapt to new technology and systems.
• Excellent written and verbal communication skills, combined with energy, positivity, and a commitment to excellence.

The Recruitment Process

• Acknowledgement email once your application has been submitted.
• Our Talent team will start reviewing your application. If unsuccessful, you will be notified.
• If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
• If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
• Should you require accommodations to the recruitment process, please email , and one of our team will contact you.
• Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.
• Communication of outcomes to successful and unsuccessful candidates and feedback provided.

*As part of our process, a police check will be conducted on all successful candidates. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you.