Senior Client Onboarding & Financial Wellbeing Specialist Parramatta

Senior Client Onboarding & Financial Wellbeing Specialist Parramatta

25 Sep
|
NSW Trustee & Guardian
|
Parramatta

25 Sep

NSW Trustee & Guardian

Parramatta

Job Description

NSW Trustee and Guardian is seeking a Senior Client Service Officer to support onboarding of current 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.

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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 environment.

📌 Senior Client Onboarding & Financial Wellbeing Specialist Parramatta
🏢 NSW Trustee & Guardian
📍 Parramatta

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