Client Service Officer

5 months ago


Sydney, Australia NSW Government -Estate Management Full time

We are currently looking to fill three temporary full-time vacancies within our Customer Foundation and Proactive Customer Management teams across Estate Management
- We are also looking to establish a talent pool to fill future ongoing and temporary vacancies within Estate Managemetn over the next 18 months
- Clerk Grade: 3/4. Base salary $75,992 to $83,211 p.a. plus superannuation and annual leave loading.

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** deliver 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 multiple teams within Estate Management.

**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 team also oversees people who are appointed to privately manage the finances of another person. 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 high-quality 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 face-to-face 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 Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee & Guardian’s Customer Excellence Principles. As a Client Service Officer, you will contribute to team performance, a customer-centred culture, and a professional, efficient and effective working environment by delivering reliable and consistent service.

For more information, view the role descriptions and below:
Client Service Officer (Customer Foundation)

Client Service Officer (Customer Independence & Support)

Client Service Officer (Private Management Accounts)

Client Service Officer (Private Management Support)

Client Service Officer (Proactive Customer Management)

Client Service Officer (Customer Specialist Centre)

**Estate Management - About you**
- has experience and is passionate about supporting people with disability, vulnerable or older people
- be an excellent communicator with the ability to work effectively with customers with a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system
- have 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 are a flexible and adaptable individual who is willing to rotate acros



  • Sydney, New South Wales, Australia Client Full time

    About WavemakerWe are a media, content, and technology agency that positively provokes growth for our clients. With a presence in Australia and New Zealand, we have over 250 people working across six offices.

  • Client Service Officer

    5 months ago


    Sydney, Australia Osborne Richardson Australia Full time

    **Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...

  • Client Service Officer

    6 months ago


    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...


  • Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...


  • Sydney, Australia Findex Full time

    We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make...


  • Sydney, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...

  • Client Service Officer

    5 months ago


    Sydney, Australia Mane Consulting Full time

    Permanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team. **Role**: - Welcome clients warmly and liaise between internal and external parties -...


  • Sydney, Australia Marsh Pty Ltd Full time

    We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a 12-month, fixed-term contract.As the Client Service Officer, you will act as a critical link between our clients and...


  • Sydney, Australia Talent Web Full time

    $70k - $80k + superannuation - Gain experience in lending and fund management - Huge opportunities for career growth and leadership **Our Client** My client is a growing, boutique Financial Services firm located in the heart of the CBD. This role is newly created and for someone who wants to come in and put their own stamp and become a key member in the...


  • Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...


  • Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...


  • Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...

  • Client Service Officer

    6 months ago


    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...


  • Sydney, Australia Employee Matters Pty Ltd Full time

    Support a busy, professional and inclusive team - no 2 days are the same! - Great office culture where there are regular fun in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...

  • Client Service Officer

    5 months ago


    Sydney, Australia Verve Partners Full time

    Government Department - Contract role - Competitive hourly rate Are you passionate about delivering exceptional customer service and managing financial matters with precision? We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service...

  • Client Service Officer

    5 months ago


    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...

  • Client Service Officer

    2 months ago


    Sydney, Australia HUB24 Group Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...


  • Sydney, Australia Therapy Connect Full time

    At Therapy Connect we make access to allied health therapy faster and easier, from wherever our clients are across Australia, no matter how remote or regional, we support people across the country! Every day we do work that has incredible purpose and meaning. As a Client Services Officer, you will be instrumental in ensuring NDIS participants and our other...


  • Sydney, Australia iCare Full time

    **Kent St** icare is seeking a Client Services Officer to coordinate medical examinations for Dust Diseases Care clients with providers in an efficient manner - 24 Month Fixed Term Contract with a 35 hour working week - 17.5% annual leave loading and flex leave - Hybrid working environment, offering starting salary of $93,295 **About the Role** In this...


  • Sydney, Australia BSI Full time

    Great that you're thinking about a career with BSI! The Opportunity We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...