Senior Client Engagement Consultant

2 days ago

Melbourne, Victoria, Australia State Trustees Limited Full time $80,000 - $120,000 per year
  • Based in Footscray, supporting clients across the West region
  • Flexible hybrid model work from home, in the office, and out in the community
  • Applications close 21 October 2025

About the Team

The Client Engagement Team is part of our Financial Administration team and works directly with clients across Victoria. Our team travels to meet with clients in person, building trust and understanding to improve the support they receive and ensure their financial plans reflect their current needs and wishes.

About the Role

As a Senior Client Engagement Consultant, you'll represent State Trustees across the East region, visiting clients in their homes or accommodation to keep their financial arrangements current and aligned with their goals and wellbeing.

You'll work independently with strong team support, collaborating with clients, families, advocates, and colleagues to ensure services are tailored and effective.

Key responsibilities include:

  • Review client budgets and financial needs
  • Confirm and record Wills and preferences
  • Update and implement financial arrangements
  • Support new clients during onboarding
  • Represent State Trustees at VCAT
  • Contribute to community education and mentor others

This varied role requires quick thinking, strong relationships, and a balance of professionalism, empathy, and confidence.

About you

You're a strong communicator who enjoys working with people, stays calm under pressure, and approaches others with respect and an open mind.

To succeed, you'll bring:

  • Experience in a client-facing role (human services, community support, social work, etc.)
  • Strong written and verbal communication
  • Sound decision-making with care and professionalism
  • Experience supporting people with disability, mental illness, or complex needs
  • Confidence working independently and managing your schedule
  • High attention to detail and administrative accuracy
  • A current Victorian driver's licence and fully insured vehicle (km reimbursed)
  • A current Victorian driver's licence and access to a fully insured vehicle (kilometres reimbursed)

Employee Benefits

We value our people's wellbeing and offer:

  • Career development
  • Health and wellbeing programs
  • Flexible work options
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition
  • Free Will preparation
  • Retailer discounts
  • Workplace giving
  • Social club

Most importantly, you'll join an organisation that works together to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together, and we bring our best.

How to Apply

If you're interested in this rewarding role, click Apply and submit your cover letter and resume.

We're an Equal Employment Opportunity employer committed to fairness, diversity, and respect. We welcome applicants from all backgrounds and provide reasonable adjustments for candidates with disabilities. Aboriginal and Torres Strait Islander people are strongly encouraged to apply.

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