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Principal Client Service Officer
3 months ago
Division:
Estate Management- Location: Sydney, NSW, AU, 2000 Bega, NSW, AU, 2550 Wagga Wagga, NSW, AU, 2650 Bowral, NSW, AU, 2576 Goulburn, NSW, AU, 2580 Parramatta, NSW, AU, 2150 Tamworth, NSW, AU, 2340 Central, NSW, AU, 2000 Tweed Heads, NSW, AU, 2485 Gosford, NSW, AU, 2250 Albury, NSW, AU, 2640- Req ID: 59854
Principal Client Service Officer
- Current and future ongoing and temporary fulltime vacancies.
This is a unique opportunity to join NSW Trustee & Guardian in a frontline role to provide exceptional customer service, and make important, positive differences to our customers, their families, carers and important people in their lives.
Our Estate Management Division delivers highly empathetic, customer-centred financial management services to the community and to some of the most vulnerable people in NSW.
We are going through an exciting time of growth and will be offering additional employment opportunities to ensure our customers are provided with responsive, timely and quality customer service.
Opportunities are available across the whole division and the specific functions of each team are detailed below.About Us
At NSW Trustee & Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers.
Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.
Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.Estate Management - About the teams
The Estate Management division makes financial and legal decisions for people who are unable to on their own, or with support, when NSW Trustee & Guardian is appointed as their financial manager by a court or tribunal.
The division delivers high quality financial management service using a customer-centred approach and is delivered by:
- Customer Foundation
- The Customer Foundation Team is responsible for the highquality onboarding of new customers where a financial management order has been made. The team works with the customer and important people in their life to ensure NSW Trustee & Guardian has a good understanding of the customer's financial situation, financial decisions that may need to be made and how they can be supported into the future.
Private Management
- The Private Management team provides oversight and support to privately appointed financial managers (private managers) who are responsible for managing the financial and legal affairs of someone who is not able to make decisions on their own. The role of the Private Management team includes oversight of major decisions a Private Manager is proposing to make, review of annual accounts as well as advice and support to financial managers.
Proactive Customer Management
- The Proactive Customer Management Team is responsible for complex and critical estate and engages with our financial management customers and their families when making financial decisions on their behalf, including the development and review of financial strategies and budgets.
Customer Specialist Centre
- The Customer Specialist Centre is a branch of the Proactive Customer Management Team who provide facetoface intensive financial management services including cash dispensing and providing a shopfront for social service activities to some of NSW most vulnerable customers.
About the roles
The Principal Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee & Guardian's Customer Excellence Principles.
As a Principal Client Service Officer, you will drive positive team performance, a customer-centred culture and a professional, efficient and effective working environment by delivering reliable and consistent service.
If you are successful in this recruitment, you may be assigned to any of the roles listed below or placed on a talent pool.
Principal Client Service Officer (Customer Foundation)
Principal Client Service Officer (Customer Independence & Support)
Principal Client Service Officer (Customer Specialist Centre)
Principal Client Service Officer (Private Management Accounts)
Principal Client Service Officer (Private Management Support)
Principal Client Service Officer (Proactive Customer Management)
Estate Management - About you
- has experience in developing and leading a high performing team with a culture of accountability and achievement and a proven ability and commitment to supporting customers and staff.
- has experience and is passionate about supporting people with disability, vulnerable or older people
- can proactively promote a positive work culture that drives f
