Client Service Officer

3 weeks ago

Hunter Valley, Australia NSW Trustee and Guardian Full time

**Client Service Officer - Estate Management - NSW Trustee and Guardian**
- Temporary opportunity until 31st March 2025. 35 hours per week.
- Location: Parramatta or Newcastle. Flexible and hybrid working options available.
- Clerk Grade: 3/4 Base Salary $79,032 pa to $86,539 plus superannuation, and annual leave loading.

**About us**
At NSW Trustee and 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.

**Our commitment to diversity**

**About the team**

NSW Trustee & Guardian can be appointed by a court or tribunal to manage a person’s finances and legal affairs if their decision-making ability is impaired due to disability, age, mental illness or injury. Our Estate Management teams deliver high quality financial management services to customers through our Foundation team, Proactive Customer Management team and Customer Independence and Support team.

The Proactive Customer Management Team is responsible for complex and critical estates and engages with financial management customers, and their support network, when making financial decisions on their behalf, including the development and review of financial strategies and budgets.

**About the role**
The role of a Client Service Officer in Estate Management is to understand the represented person, what is important to them in life and, as far as required, make financial decisions, in the customer’s best interests, that they would have made if they had decision-making ability.
As a Client Service Officer, you will:

- communicate and engage with customers to understand their financial needs and aspirations to allow you to build and manage appropriate budgets.
- deal with customer matters that may include transactions for customers.
- build rapport and consult with the customers on an ongoing basis.
- manage individual customer caseloads and have a strong understanding of when to escalate a matter to the Senior Client Service Officer and/or the Principal Client Service Officer as appropriate.
- actively participate in a phone roster and assist colleagues to provide high-quality customer service.
- work with key stakeholder’s such as family members, service professionals and providers to negotiate appropriate options and positive outcomes for the person.

For more information about the position, view the role description.

**About you**
Application is encouraged if you demonstrate the following skills, knowledge and experience:

- strong communicator and can work effectively with customers from a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system.
- strong collaboration skills that will allow you to build & develop working relationships and open channels of communications across all teams in the Estate Management Division, other NSW Trustee & Guardian divisions and external stakeholders.
- a positive “can-do” attitude and be self-motivated.

Sound like you? We would love to hear from you

**Essential requirements**
- Understanding of NSW Trustee and Guardian’s key services and customer base including experience working and/or supporting people with disability, vulnerable or older people.
- Willingness to be a part of a rotating phone roster shared on an equitable basis covering morning and afternoon shifts (between the hours of 9.00am to 5.00pm).

**What we offer**
NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

- work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
- various leave options (recreation, parental, and flex leave of up to 24 days per year)
- career development including study leave and acting opportunities
- access to Fitness Passport and employee assistance program, and annual flu vaccinations

Be part of something bigger. For more information about joining us, visit the Careers page on our website.

**How to apply**
- submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability

**Closing date**
Applications close 11:59pm, Thursday 14 November 2024.

**Please note**:

- A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.

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