At a Glance
- Tasks: Support vulnerable individuals with tailored financial management services and strategies.
- Company: Join a vital government organisation making a real difference in NSW.
- Benefits: Full-time role with meaningful impact and professional growth opportunities.
- Other info: Collaborative team environment with a focus on client wellbeing.
- Why this job: Make a positive impact on people's lives through empathetic customer service.
- Qualifications: Experience in customer-focused roles and strong communication skills.
The predicted salary is between 62100 - 75900 $ per year.
Join a government organisation that plays a vital role in supporting vulnerable individuals across NSW.
Based in Parramatta, this full-time, on-site role offers the chance to make a meaningful impact through customer-focused financial services.
This agency provides essential services including estate planning, and financial management, supporting over 47,000 clients and managing more than $6 billion in assets annually.
The division you’ll join focuses on financial decision-making for individuals and join a team working closely with clients and their families to develop tailored financial management services and strategies.
About the role
As a Client Service Officer, you’ll manage a caseload of clients, delivering high-quality, empathetic, and timely services. You’ll be responsible for:
- Communicate with clients to understand their financial needs and build rapport.
- Deliver empathetic, consistent, and timely services aligned with Customer Excellence Principles.
- Collaborate with internal teams to ensure coordinated and customer-focused outcomes.
- Escalate complex matters to senior staff as appropriate.
- Maintain accurate records and suggest process improvements.
- Participate in a rotating phone roster and quality assurance reviews for calls and emails.
About you
- Experience working with or supporting people in a customer focused environment.
- Strong communication and interpersonal skills, with a customer-first mindset.
- Ability to manage competing priorities and deliver consistent service.
- Comfortable working in a structured, policy-driven environment.
- Willingness to participate in phone rosters and quality review sessions.
- High attention to detail and a collaborative approach to team work.
If you’re ready to bring your empathy, professionalism, and service mindset to a role where it truly matters, we’d love to hear from you.
For more information or a confidential discussion, contact
Raelene Horn at Mane Consulting.
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Client Services Officer – Financial Wellbeing Advocate in Parramatta employer: Mane Consulting
Mane Consulting is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those passionate about data analytics in the banking sector. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and training opportunities, all while working in a vibrant environment that values creativity and teamwork. Located in a thriving financial hub, this role offers unique advantages such as access to industry-leading projects and the chance to make a significant impact on client outcomes.
