Principal Client Service Officer

Principal Client Service Officer (Private Management Support) – NSW Trustee and Guardian

•    Ongoing full-time vacancy. 35 hours per week.

•    Location: This role is based in our Parramatta office 3 days per week and 2 days working from home.

•    Clerk Grade: Level 7/8. Base salary $113,574 p.a. to $125,720 p.a. plus 12% superannuation and annual leave loading.

About us 
At NSW Trustee and Guardian, our purpose is to support the rights, welfare, and interests of the people of NSW. 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
Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

About the team 
The Estate Management division makes financial and legal decisions for people who are unable to on their own, or with support, when NSW Trustee and 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 Private Management team provides statutory 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, and issuing authority, for major decisions a Private Manager is proposing to make, review of annual accounts as well as advice and support to financial managers. 

About the role
The Principal Client Service Officer delivers quality decision-making and support to customers that is consistent with NSW Trustee and Guardian's Customer Excellence Principles. As a Principal Client Service Officer, you will lead and drive team performance, a customer-centred culture and a professional, efficient and effective working environment by delivering reliable and consistent service.

This role primarily manages and supports the Private Management Accounts team to review the annual financial accounts submitted by Private Managers in relation to customers subject to a financial management order. The role is responsible for determining if the management of financial affairs is consistent with the Directions and Authorities of NSWTG relating to the order. 

The role refers matters to the Guardianship Division of the NSW Civil and Administrative Tribunal (NCAT) or the Supreme Court, in circumstances where issues are identified in relation to the actions of the private manager not being compliant with the legislation and their role as a financial manager. The role is also responsible for the supervision, coaching and mentoring of staff in the accounts team and across the Private Management team as required.

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

About you
The ideal candidate:  

• Has experience in developing and leading a high performing team with a culture of accountability. As a leader, you would be able to supervise and provide advice to your team.
• Tertiary qualifications in Commerce, Finance, Economics, Accounting or related discipline.
• Has experience and is passionate about supporting people with disability, vulnerable and older people.
• Can proactively promote a positive work culture that drives for results.
• Is an excellent communicator with the ability to work effectively with customers in a range of circumstances, including those experiencing homelessness, substance misuse, chronic mental illness and contact with the criminal justice system.
• Loves to problem solve and adopts a solution focused approach to your work.
• Has strong collaboration skills that will allow you to build and develop working relationships and open channels of communications across all teams in the Estate Management Division, other NSW Trustee and Guardian divisions and external stakeholders.
• Highly motivated and self-driven to provide excellent customer service in a financial service environment with also a strong commitment to supporting customers.
• Has the ability to successfully deliver results whilst managing multiple competing priorities for our customers.

Sound like you? We would love to hear from you

Essential requirements  

• Tertiary qualifications in Commerce, Finance, Economics, Accounting or related discipline.
• 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 have phone calls and team email accounts monitored for quality assurance.

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

• 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
To apply for this role:

• Complete the online application
• Submit a resume (maximum five pages)
• Submit a brief cover letter (maximum two pages) outlining your skills, experience and suitability
• Answer the following targeted questions:

1. Do you have tertiary qualifications in Commerce, Finance, Economics, Accounting or related discipline. Please specify
2. Describe in detail a scenario where you had to reprioritise your work in order to adapt to changes in the business (maximum 800 characters)
3. How do you promote a sense of purpose within the team and enable them to understand the strategic direction of the organisation. Provide an example? (maximum 800 characters)

Read: writing your job application for tips on the application process.

Visit the Capability Application Tool to prepare for the recruitment process by accessing practice applications and interview questions based on the focus capabilities listed in the role description.

Closing date
Applications close 11:59pm, Wednesday 5 November 2025.

For enquiries about the role, please contact Nicole Murray - Manager, Customer Independence, Support and PM via email:

For enquiries about the recruitment process, please contact Antonio Caswell - Talent Advisor via email:

Please do not send your applications directly via email, LinkedIn, or SEEK. Only applications submitted via the online portal will be accepted. 

Please note:

• If you need an adjustment in the recruitment process, please contact People and Culture via email at
• Offers of employment will be subject to reference checks and relevant clearances.
• A talent pool may be created for future ongoing and temporary roles and is valid for 18 months. 

Thank you for your interest in this role. We look forward to receiving your application.