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Client Service Officer
3 months ago
Position:
Client Service Officer
Start:
ASAP
Duration: 3-month contract (possible extension)
Salary:
$35.00 per hour plus superannuation
Location:
Parramatta, NSW
Overview
Our client has identified six areas that matter most to their customers. They are insightfulness, empathy, personalised service, convenience and time, value, and overall satisfaction.
The ideal applicant will therefore possess excellent interpersonal, client service and communication skills and experience in dealing with a diverse range of clients, professionals, staff and members of the community.
Key accountabilities/responsibilities:
Excellent Customer Service
Administer Trusts and long-term deceased Estates in accordance with the client's legislation, rules, regulations and procedures relating to Trusts and Estates
Ability to liaise directly with families and beneficiaries of Trust and Estate matters.
Attend to transactional and minor accounting work.
Excellent interpersonal, client service and communication skills
Experience in dealing with a diverse range of clients, professionals, staff and members of the community.
Liaising with Trust and Estate stakeholders to identify information regarding assets, liabilities, tax etc., both verbally and in writing
The CSO would also be required to interpret relevant legislation, policies and procedures.
Desirable requirements:
Experience working in legal or financial sectors
Reference checks
National Criminal History Record Check in accordance with the Disability Inclusion Act 2014
Rights to Work in Australia
Job Code: 1596
Recruitment - Parramatta, NSW
recruitment