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Client services representative

Sydney
Whizdom
Posted: 5 June
Offer description

Whizdom Parramatta, New South Wales, Australia


Client Services Representative

Whizdom Parramatta, New South Wales, Australia

This range is provided by Whizdom. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Base pay range

A$40.00/hr - A$44.00/hr

Direct message the job poster from Whizdom


APSCo Certified Recruitment Professional | 20 years experience recruiting technical and business professionals for Government and Private sector |…

Client Service Officer

Contract Length – Start ASAP to 19/08/2025

Rate: $43.28 per hour + Super (35 hours per week)

Location: Parramatta – 5 days in office

About the role:

The Client Service Officer (CSO) is part of a team responsible for delivering high-quality, consistent, and timely administration services to clients. The CSO supports and oversees Personal Finance Managers who manage the financial and legal affairs of their clients.

This includes:

* Helping them understand their legal authority and obligations.
* Providing information and advice on their role, financial decision-making, record keeping, and reporting.
* Reviewing proposed decisions by Finance Managers to ensure they are in the best interest of the clients.

The CSO independently manages a caseload and knows when to escalate matters.

Key responsibilities will include:

* Initiate Contact : Reach out to newly appointed Finance Managers, providing them with necessary information and support.
* Record Keeping : Establish and securely store records for each privately managed customer.
* Action Plan Development : Help Managers create action plans addressing immediate, medium, and long-term financial needs of their customers.
* Database Maintenance : Maintain customer databases and generate regular reports to identify trends, system issues, and areas for service improvement.
* Active Listening : Listen to concerns and enquiries from Managers, customers, and stakeholders, and work to resolve issues.
* Escalation : Escalate complex matters and substantial complaints to senior officers as needed.

The successful candidate:

* Excellent interpersonal, customer service, and communication skills
* Experience in dealing with a diverse range of clients, professionals, staff, and community members
* Investigative, analytical, and problem-solving skills
* Experience in case management would be ideally in legal, financial or community organisations, however this is not essential.

How to Apply

Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role.

For further information contact:

Katrina Gabriel on 0489 923 756 or email

Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.


Seniority level

* Seniority level

Not Applicable


Employment type

* Employment type

Contract


Job function

* Job function

Administrative, Legal, and Customer Service
* Industries

Legal Services, Government Administration, and Financial Services

Referrals increase your chances of interviewing at Whizdom by 2x


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