Client Service Officer

Overview

Our client has identified six areas that matter most to their customers. They are insightfulness, empathy, personalised service, convenience and time, value, and overall satisfaction. The ideal applicant will therefore possess excellent interpersonal, client service and communication skills and experience in dealing with a diverse range of clients, professionals, staff and members of the community.

• Key accountabilities / responsibilities

Excellent Customer Service

Administer Trusts and long-term deceased Estates in accordance with the client's legislation, rules, regulations and procedures relating to Trusts and Estates

Ability to liaise directly with families and beneficiaries of Trust and Estate matters.

Attend to transactional and minor accounting work.

Excellent interpersonal, client service and communication skills

Experience in dealing with a diverse range of clients, professionals, staff and members of the community.

Liaising with Trust and Estate stakeholders to identify information regarding assets, liabilities, tax etc., both verbally and in writing

The CSO would also be required to interpret relevant legislation, policies and procedures.

• Desirable requirements

Experience working in legal or financial sectors

Reference checks

National Criminal History Record Check in accordance with the Disability Inclusion Act 2014

Rights to Work in Australia

• Job Code
• 1596

Recruitment - Parramatta, NSW

recruitment