EMPLOYMENT

Job Description Client Service Officer Contract Length – Start ASAP to 19/08/2025 Rate: $43.28 per hour Super (35 hours per week) Location: Parramatta – 5 days in office About the role: The Client Service Officer (CSO) is part of a team responsible for delivering high-quality, consistent, and timely administration services to clients. The CSO supports and oversees financial Managers who manage the financial and legal affairs of their clients. This includes: Helping them understand their legal authority and obligations. Providing information and advice on their role, financial decision-making, record keeping, and reporting. Reviewing proposed decisions by Finance Managers to ensure they are in the best interest of the clients. The CSO independently manages a caseload and knows when to escalate matters. Key responsibilities will include: Initiate Contact : Reach out to newly appointed Finance Managers, providing them with necessary information and support. Record Keeping : Establish and securely store records for each privately managed customer. Action Plan Development : Help Managers create action plans addressing immediate, medium, and long-term financial needs of their customers. Database Maintenance : Maintain customer databases and generate regular reports to identify trends, system issues, and areas for service improvement. Active Listening : Listen to concerns and enquiries from Managers, customers, and stakeholders, and work to resolve issues. Escalation : Escalate complex matters and substantial complaints to senior officers as needed. The successful candidate: The successful candidate must be able to satisfy the following criteria: Excellent interpersonal, customer service, and communication skills Experience in dealing with a diverse range of clients, professionals, staff, and community members Investigative, analytical, and problem-solving skills Experience in legal or financial sectors How to Apply Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role. For further information contract: Katrina Gabriel on 0489 923 756 or email katrinag@whizdom.com.au George Wright email georgew@whizdom.com.au Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.