Senior Client Onboarding & Financial Wellbeing Specialist Sydney

Senior Client Onboarding & Financial Wellbeing Specialist Sydney

24 Sep
|
NSW Trustee & Guardian
|
Sydney

24 Sep

NSW Trustee & Guardian

Sydney

NSW Trustee and Guardian is seeking a Senior Client Service Officer to support onboarding of new customers into financial management services. You will assess needs, make initial financial decisions, and build robust relationships with customers and their networks to improve financial wellbeing.
You will work within the Customer Foundation team to deliver high-quality, customer-centred services and contribute to positive outcomes for vulnerable people, in a adaptable hybrid work setting.
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📌 Senior Client Onboarding & Financial Wellbeing Specialist Sydney
🏢 NSW Trustee & Guardian
📍 Sydney

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