Location:
Parramatta, NSW (Office-based)
Rate:
$***** per hour + Super
Contract:
Immediate start - ongoing contract - initially 1 month with extension
Hours:
35 hours per week (7 hours per day) - Monday to Friday 9:00am - 5:00-m
About the Opportunity
We are seeking a dedicated and customer-focused
Client Service Officer
to join a team delivering essential financial management services to vulnerable members of the community.
This role offers the prospect to make a meaningful difference by supporting customers and helping manage their financial affairs with care, empathy and professionalism.
Working within a supportive team environment, you will build strong relationships with customers, families and stakeholders while ensuring high-quality service outcomes.
Key Responsibilities
Manage a caseload of customers requiring financial management support.
Develop budgets, financial strategies and make substitute financial decisions on behalf of customers.
Engage with customers and stakeholders to understand financial needs, circumstances and aspirations.
Respond to enquiries and resolve issues in a timely, professional and empathetic manner.
Deliver high-quality customer service aligned with customer excellence principles.




Collaborate with internal teams to achieve positive customer outcomes.
Maintain accurate records and utilise relevant systems and processes effectively.
Escalate complex matters and complaints appropriately.
Contribute to continuous improvement initiatives and team success.
About You
To be successful in this role, you will have:
Strong customer service, case management or client support experience.
Experience supporting people with disability, older persons, vulnerable individuals or complex client groups.
Excellent communication and relationship-building skills.
Solid problem-solving and decision-making abilities.
The ability to manage competing priorities and work within established policies and procedures.
A compassionate, respectful and customer-focused approach.
Intermediate computer skills and confidence using multiple systems.
What's on Offer?
Meaningful work supporting vulnerable members of the community.
Supportive and collaborative team environment.
Convenient Parramatta location.
Contract extension - long term role
If you're passionate about delivering exceptional customer service and making a positive impact in people's lives, we'd love to hear from you.
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📌 Client Service Officer (Customer Service) (Melbourne)
🏢 Charterhouse Partnership
📍 Melbourne