Add expected salary to your profile for insights
About Blackwood Advisory:
Blackwood Advisory is one of regional Victoria's fastest-growing integrated financial advisory firms, proudly helping locals take control of their finances and grow with confidence. With 8 offices across regional Victoria and a team stretching from Brisbane to Hobart, we deliver expert advice across Financial Planning, Accounting, and Bookkeeping—all while staying true to our ethos: locals backing locals.
As we continue to grow, we remain committed to delivering personalised, high-quality service that empowers small business owners and individuals alike. We're a collaborative, future-focused team who believe in making finance accessible and stress-free—especially when it comes to navigating complex systems like Centrelink.
About The Role:
Blackwood Advisory is seeking a dedicated and experienced Client Services Officer (Centrelink) to join the team. In this vital position, the successful candidate will support clients throughout the Centrelink process—from initial applications through to ongoing updates and maintenance—ensuring entitlements are received with clarity, accuracy, and care.
Working closely with the Senior Client Services Officer and Admin Team Leader – Advice, the role also involves contributing to general client service operations, managing documentation, liaising with internal advisors, and serving as a key point of contact for clients.
What You'll Be Doing:
* Act as a trusted point of contact for clients needing Centrelink support
* Process Centrelink applications within a financial planning framework
* Manage ongoing Centrelink updates post-application, particularly after client reviews
* Identify, investigate, and resolve discrepancies or issues with Centrelink directly
* Manage client documentation and perform administrative tasks (data entry, scanning, profiling)
* Coordinate client appointments and follow-ups to ensure timely service delivery
* Collaborate with team members to ensure smooth workflows and excellent client experience
* Support senior staff with escalations and assist with service improvement initiatives
* Ensure client tasks are completed with accuracy and in line with service standards
What You'll Bring:
* 1–3 years' experience in a client services or admin role (financial planning preferred)
* Demonstrated experience in processing Centrelink applications
* Strong understanding of Centrelink procedures and ongoing maintenance requirements
* Excellent problem-solving skills and the confidence to speak with Centrelink when needed
* High attention to detail and the ability to manage multiple tasks effectively
* Outstanding communication and interpersonal skills
* A team player attitude with a genuine passion for client care
* Strong computer skills, including MS Office and client management systems
* Ability to work independently, take initiative, and follow through on tasks
Why Join Us?
* Enjoy competitive salary and benefits that recognise your contribution
* Grow your career with clear progression pathways in a fast-growing, forward-thinking firm
* Work flexibly – hybrid and remote options available if you live near one of our 7 regional locations
* Be part of a genuinely supportive culture that values teamwork, balance, and community
At Blackwood Advisory, we value patience, passion, and attention to detail. These qualities are at the heart of how we support our clients—many of whom are navigating significant life transitions. In return, we offer a supportive and professional workplace, opportunities for growth, and the chance to be part of a team that genuinely cares. If you're ready to bring your expertise and empathy to a role that truly matters, apply today.
How do your skills match this job?
How do your skills match this job?
Sign in and update your profile to get insights.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a Customer Support Officer? Do you have customer service experience? Which of the following Microsoft Office products are you experienced with? Do you have data entry experience? Do you have experience in a role which requires relationship management experience? How many years of estimating experience do you have? Do you have experience working in a client services or administrative role in financial planning? Do you have experience processing Centrelink applications and managing ongoing client updates? What's your expected annual base salary?
At Catalina Consultants we know the difference between a good organisation and a great one comes down to its people. So we help your business achieve its potential by giving you the best personal and bespoke HR advice and support.
We tailor an HR solution that works for your unique business and helps you realise your strategic goals. From identifying and nurturing the future leaders of your business to helping build a culture of success; and from one off advice on a particular HR issue to an entire on-call outsourced HR team.
Source: This is an extract from the company's own website.
At Catalina Consultants we know the difference between a good organisation and a great one comes down to its people. So we help your business achieve its potential by giving you the best personal and bespoke HR advice and support.
We tailor an HR solution that works for your unique business and helps you realise your strategic goals. From identifying and nurturing the future leaders of your business to helping build a culture of success; and from one off advice on a particular HR issue to an entire on-call outsourced HR team.
Source: This is an extract from the company's own website.
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
Featured jobs
Customer Success Representative
Astalty
Newcastle, Newcastle, Maitland & Hunter NSW
1d ago
Work from home medical receptionist
Advance Healthcare
11d ago
What can I earn as a Customer Support Officer
#J-18808-Ljbffr