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Client Service Officer
About the role:
The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high-quality, consistent, and timely estate administration services. A CSO will manage a caseload of approximately 50 matters, address and progress either Estate or Trust administration, and attend to customer needs. A vital challenge of the role is managing work outputs, therefore working proactively in progressing estate administration and communicating with beneficiaries regularly in a timely manner assures favourable customer outcomes.
Key responsibilities will include:
The successful candidate: The successful candidate must be able to satisfy the following criteria:
What's on offer?
This contract is available for an initial 6 month term with likely extensions.
Located in Newcastle, this role is to be performed onsite, 5 days per week.
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.
Call Katrina Gabriel 0489 923 756 or email katrinag@whizdom.com.au for any further information.
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.
Client Service Officer
| Job title : | Client Service Officer |
| Contract type : | Contract |
| Location : | Newcastle |
| Sectors : | |
| Salary : | $35 p/Hour + Super (35 Hours p/Week) |
| Start date : | 2025-04-21 |
| Duration : | 6 months intially |
| Job Reference : | V-51677-1 |
| Contact name : | Katrina Gabriel |
| Contact email : | katrinag@whizdom.com.au |
| Job published : | 4 days ago |
About the role:
The Client Service Officer (CSO) is part of a Client Service Team collectively responsible for delivering high-quality, consistent, and timely estate administration services. A CSO will manage a caseload of approximately 50 matters, address and progress either Estate or Trust administration, and attend to customer needs. A vital challenge of the role is managing work outputs, therefore working proactively in progressing estate administration and communicating with beneficiaries regularly in a timely manner assures favourable customer outcomes.
Key responsibilities will include:
- Manage a caseload of approximately 50 matters
- Address and progress Estate or Trust administration
- Attend to customer needs and communicate with beneficiaries regularly
- Ensure timely and proactive estate administration
The successful candidate: The successful candidate must be able to satisfy the following criteria:
- 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
- Highly desirable: Experience in legal or financial sectors (though not necessary)
What's on offer?
This contract is available for an initial 6 month term with likely extensions.
Located in Newcastle, this role is to be performed onsite, 5 days per week.
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.
Call Katrina Gabriel 0489 923 756 or email katrinag@whizdom.com.au for any further information.
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.