Senior Client Onboarding & Financial Wellbeing Specialist Sydney

Senior Client Onboarding & Financial Wellbeing Specialist Sydney

25 Sep
|
NSW Trustee & Guardian
|
Sydney

25 Sep

NSW Trustee & Guardian

Sydney

Job Description
NSW Trustee and Guardian is seeking a Senior Client Service Officer to support onboarding of recent 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 versatile hybrid work environment.

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

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