Our client is a NSW Government organisation delivering trustee, guardianship and financial management services to support people who may require assistance managing their personal, financial or legal affairs. The organisation plays an important role in protecting the interests of older people, people living with disability and other vulnerable members of the community.

You will join a service-focused team responsible for supporting privately appointed financial managers and helping them understand their responsibilities, legal authority and obligations. The environment values professionalism, empathy, accountability and the delivery of accessible, reliable services to the community.

Why Contract With Us At Charter Diligence, we go beyond just placement — we support our contractors with practical benefits that reflect real-life needs. All contractors engaged through us have access to early cash advances on approved timesheets, offering flexibility in cases of unforeseen expenses or cash flow challenges. Unlike traditional labour hire providers, we understand that life doesn’t always align with a pay cycle — and we're here to help when it matters most. Well, ask around if they’re already a Charter Diligence Contractor — chances are, they’re already benefiting from the support we provide.

About the Role We are seeking two customer-focused Client Service Officers to support financial management services within a NSW Government environment. This opportunity is suited to candidates with robust communication skills and an interest in financial administration, community services or supporting people who may be experiencing vulnerability.

You will respond to enquiries,



assist privately appointed financial managers with information about their responsibilities and help ensure requests are handled accurately, respectfully and in accordance with established procedures. Depending on business requirements, you may be assigned to a team specialising in financial management accounts or operational support.

This position offers an opportunity to contribute to meaningful community outcomes while developing experience in government service delivery, financial administration and stakeholder support.

Position:

Client Service Officer x 2

Rate:

$40.80 per hour + superannuation (PAYG)

Locations:

Parramatta and Newcastle, NSW

Working Hours:

Monday to Friday, 9.00 am to 5.00 pm, with 35 hours per week

Contract Details

Position:

Client Service Officer x 2

Rate:

$40.80 per hour + superannuation (PAYG)

Locations:

Parramatta and Newcastle, NSW

Working Arrangement:

Office-based, five days per week

Working Hours:

Monday to Friday, 9.00 am to 5.00 pm, with 35 hours per week

Start date:

ASAP

Key Responsibilities

Respond to telephone and email enquiries from privately appointed financial managers, clients and other relevant stakeholders.

Explain relevant service processes, financial management responsibilities and administrative requirements within the scope of established guidelines.





Provide accurate information about the authority and obligations of private financial managers, referring complex matters to the appropriate team.

Assist with processing, reviewing and maintaining financial management account information and associated documentation.

Monitor shared inboxes, manage incoming requests and ensure enquiries are directed to the appropriate staff for timely resolution.

Maintain accurate client records, update databases and document interactions in accordance with record keeping and privacy requirements.

Identify enquiries requiring escalation and refer sensitive or complex matters to senior team members.

Communicate respectfully with older people, people living with disability and individuals who may require additional assistance accessing services.

Support day-to-day administrative activities, including document preparation, data entry, record verification and follow-up of outstanding requests.

Participate in a rotating telephone roster covering morning and afternoon shifts during standard business hours.

Follow established service standards, policies, procedures and confidentiality requirements when managing customer information.

Participate in call and email quality assurance reviews, coaching sessions and training activities to support continuous improvement.

Collaborate with colleagues to manage workloads, share information and maintain consistent customer service standards.

Identify recurring customer concerns and contribute suggestions to improve service delivery, communication and administrative processes.

About You

Demonstrated experience in cust

📌 Client Service Officer (Sydney)
🏢 Charter Diligence
📍 Sydney