Client Services Officer

The Client Service Officer (CSO) is part of the Trustee Services Division, collectively responsible for delivering high-quality, reliable, consistent customer service together with timely estate and trust administration services.

• Manage a case load of approximately 50 matters, address and progress either Estate or Trust administration, and attend to customer needs.
• Works proactively in progressing estate administration and communicating with beneficiaries efficiently, ensuring favourable customer outcomes.
• Be a part of a collaborative team-driven environment.

NSWTG has identified six areas that matter most to our customers. They are insightfulness, empathy, personalised, convenience, time value, and overall satisfaction.

The ideal applicant will therefore possess excellent interpersonal, customer service and communication skills and experience dealing with a diverse range of clients, professionals, staff, and community members.

While no former Estate or Trust administration experience is necessary, it is highly desirable if the candidate has worked in the legal or financial sectors. Investigative, analytical, and problem-solving skills are also essential.

At HOBAN we encourage applications from people with disability, people from diverse cultural and linguistic backgrounds, people of all genders, LGBTI people, and Aboriginal and Torres Strait Islander people.

We provide reasonable adjustments; including alternate formats to the recruitment process for individuals with disability. If you require an adjustment to be made during the recruitment process, please email our Adjustments Coordinator at adjustments@hoban.com.au or visit hoban.com.au / adjustments for additional contact details.