Service Centre Consultant

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

• Bendigo location, with hybrid work arrangementavailable
• Salary $75,016 + Super

About Us

At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments.

As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.

About the Role

As a Service Centre Consultant at State Trustees, you'll deliver excellent client service with ownership and accountability. You'll resolve client queries, use tailored communication, and make financial decisions aligned with client needs and budgets. You'll also manage information, engage stakeholders, and work in a collaborative team.

We have a fortnightly roster as follows:

Roster 1

• Week 1: Mon (8.24am - 3.00pm), Wednesday (8.24am - 12.30pm), Thurs (8.24am - 11.30am) and Fri (8.24am - 1.00pm)
• Week 2: Mon (8.24am - 3.00pm), Wednesday (8.24am - 12.30pm), Thurs (8.24am - 1.30pm) and Fri (8.24am - 1.00pm)

Roster 2

• Week 1: Mon (8.24am - 3.00pm), Tuesday (8.54am - 1.00pm), Thurs (8.54am - 12.00pm) and Fri (8.54am - 1.30pm)
• Week 2: Mon (8.24am - 3.00pm), Tuesday (8.54am - 1.00pm), Thurs (8.54am - 2.00pm) and Fri (8.54am - 1.30pm)

We offer comprehensive 3-month training located at our Bendigo office, followed by flexible work (2 days from home, 2 in the office) once all requirements are met.

Skills and Experience

• Proven success in dynamic, client-focused, and team environments
• Customer service background, call centre experience is advantageous
• Experience in empathetically addressing clients with disabilities, mental health issues, and adverse personal circumstances
• Life skills encompassing financial literacy, including budgeting, bank account management, and prioritising financial responsibilities
• Adept at multitasking with Microsoft Office expertise. Efficiently manages multiple tasks, including navigating various systems and applications.

Employee Benefits

• 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

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people