Hybrid Client Services Consultant | 3-Month Training

State Trustees Limited; Greater Bendigo; Hybrid; AUD 68,000 - 83,000; Full time

Benefits offered by this job

Health and well-being programs

Flexible working conditions

Education assistance

Purchased leave

Employee assistance program

Reward and recognition program

Free Will preparation

Employee social club

Job summary

State Trustees Limited in Bendigo is seeking a Service Centre Consultant to deliver exceptional client service, resolve queries, and manage information with accountability. You’ll engage stakeholders and work in a collaborative team to support clients’ financial needs and budgets.

The role includes a 3‑month training program at the Bendigo office, followed by a flexible work pattern (2 days from home, 2 in the office) once requirements are met.

Qualifications

• Experience in delivering client‑facing service in fast paced environments.
• Ability to handle sensitive financial information with discretion.
• Strong communication skills and ability to support clients with diverse needs.
• Proficiency with common office software and client management systems.

Responsibilities

• Deliver exceptional client service and resolve client queries.
• Manage information and engage stakeholders in a collaborative team.
• Make financial decisions aligned with client needs and budgets.
• Support and navigate multiple systems and applications to complete tasks.

Skills

Customer service

Call centre experience

Empathy for clients with disabilities

Financial literacy

Budgeting and bank accounts

Microsoft Office

Tools

Microsoft Office Suite

Job description

State Trustees Limited in Bendigo is seeking a Service Centre Consultant to deliver exceptional client service, resolve queries, and manage information with accountability. You’ll engage stakeholders and work in a collaborative team to support clients’ financial needs and budgets.

The role includes a 3‑month training program at the Bendigo office, followed by a flexible work pattern (2 days from home, 2 in the office) once requirements are met.