Client Service Officer

Division: Estate Management- Location: Sydney, NSW, AU, 2000- Req ID: 56461**Client Service Officer - NSW Trustee & Guardian**
- Current and future ongoing full-time vacancies.
- Clerk Grade: 3/4. Base salary $74,117 to $81,158 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 and Estate Planning & Administration Divisions deliver highly empathetic, customer-centred financial management, trustee, executor and attorney 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 both divisions and the specific functions of each division 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 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
- Customer Independence & Support
- Customer Specialist Centre
- Private Management
- Proactive Customer Management

We currently have ongoing and temporary roles across the Customer Foundation, Independence & Support, Proactive Customer Management teams.

**Estate Planning & Administration - About the teams**

The Estate Planning & Administration division is responsible for delivering NSW Trustee & Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates. The teams administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG’s prescribed delegations. The division delivers high quality service using a customer-centred approach and is delivered by:

- Estate administration
- Trust and Powers of Attorney administration
- Intestate, Life Estates and Crime Confiscation/Civil Forfeiture administration
- Wills and Estate Planning

We currently have ongoing and temporary roles across our Estate, Trust and Power of Attorney Administration teams.

**About the roles**

The Client Service Officer delivers quality financial 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.

If you are successful in this recruitment, you may be assigned to any of the roles listed below or placed on talent pool.

For more information, view the role description 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 Planning & Administration**

**About you**
- A good understanding of, or willingness to acquire knowledge of the procedures and practices specific to administration of Estates, Trusts and Powers of Attorney
- Knowledge of the personal trustee industry in the administration of Estates, Trusts and Powers of Attorney matters
- Familiarity with relevant legislation including NSW Trustee and Guardian Act, Succession Act, Probate and Administration Act and Trustee Act or evidence of having worked in a highly regulated environment.
- Strong collaboration skills that will allow you to build & develop working relationships and open channels of communications across all teams in the Estate Planning & Administration division, other NSW Trustee & Guardian divisions and external stakeholders
- Ability to adapt and willingness to rotate across all teams within Estate Planning & Administration to ensure optimum service is delivered to customers.

For more information, view the role descri