Join a government organisation that plays a vital role in supporting vulnerable individuals across NSW.Based in Parramatta, this full-time, on-site role offers the chance to make a meaningful impact through customer-focused financial services.This agency provides essential services including estate planning, and financial management, supporting over 47,000 clients and managing more than $6 billion in assets annually.
The division you'll join focuses on financial decision-making for individuals and join a team working closely with clients and their families to develop tailored financial management services and strategies.About the role:As a Client Service Officer, you'll manage a caseload of clients, delivering high-quality, empathetic, and timely services.
You'll be responsible for:Communicate with clients to understand their financial needs and build rapport.Deliver empathetic, consistent,



and timely services aligned with Customer Excellence Principles.Collaborate with internal teams to ensure coordinated and customer-focused outcomes.Escalate complex matters to senior staff as appropriate.Maintain accurate records and suggest process improvements.Participate in a rotating phone roster and quality assurance reviews for calls and emails.About you:Experience working with or supporting people in a customer focused setting.Strong communication and interpersonal skills, with a customer-first mindset.Ability to manage competing priorities and deliver consistent service.Comfortable working in a structured, policy-driven environment.Willingness to participate in phone rosters and quality review sessions.High attention to detail and a collaborative approach to team work.If you're ready to bring your empathy, professionalism, and service mindset to a role where it truly matters, we'd love to hear from you.For more information or a confidential discussion, contact Raelene Horn at Mane Consulting.Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Client Services Officer — Financial Wellbeing Advocate (Sydney)
🏢 Mane Consulting
📍 Sydney