2021 Client Service Officer - Talent Pool - TAFE Students preferred (Rolling Intake)

Virtual information session

Come along to our virtual information session where you can find out more about our current and talent pool opportunities for a number of upcoming vacancies.

The live session will help you gain an insight into what it's like to work for NSW Trustee & Guardian, the type of work you could be involved in to support vulnerable people in NSW and the application and selection process. You will be hearing from a range of our staff and it will be an opportunity to have your questions answered.

• Date: Wednesday 15 September 2021
• Time: 5:30pm – 6:30pm AEST
• Channel: Microsoft Teams (app or browser)
• RSVP: nswtgcareers.eventbrite.com

About the team

NSW Trustee & Guardian's Estate Management division delivers highly empathetic, customer-centred financial management services to some of the most vulnerable people in NSW. We are going through an exciting time of growth and will be offering additional employment opportunities to ensure our customers are provided with responsive, timely and quality customer service.

About the role

Client Service Officers are the frontline of our Estate Management division and provide a range of support to customers who are, for differing reasons including disability and financial abuse, subject to a Financial Management Order.

A Client Service Officer is responsible for looking after customers' financial and legal affairs by:

• making decisions for those unable to do this on their own
• supporting people to make decisions aimed to promote independence and improve their quality of life
• providing oversight to people who are appointed to privately manage the finances of a loved one or friend.

As a Client Service Officer you will:

• consult directly with the customer in making decisions
• liaise with family and friends when making decisions
• make budget and savings plans
• pay bills, approve the purchase of goods or services a customer needs, or allocate an allowance to support more independent living
• manage incomes, superannuation and business interests
• manage any debts and tax returns
• manage assets like real estate, vehicles, and shares – ensuring things like insurance policies are paid and properties are maintained
• liaise with financial institutions and other third-parties like Centrelink and service providers, such as chemists and supermarkets

A talent pool, which is a record of candidates determined as suitable for the role, will be created for current and future ongoing, temporary, full-time, and part-time roles. A talent pool is valid for 18 months and is a great opportunity to be considered for vacancies as they arise.

About you

One of the most rewarding aspects of working for us is that at the core, our people are making a positive difference to the lives of vulnerable people. You are encouraged to apply if you are:

• committed to providing insightful and timely customer service on often sensitive matters
• able to communicate with people of all abilities, and assist customers to understand complex situations
• someone who nurtures relationships, both with customers and their support people to achieve optimal outcomes
• able to demonstrate high levels of empathy and emotional intelligence, who can walk in the shoes of the people needing support

Essential Requirements

• Experience or qualifications in disability services, social work, health, behavioural sciences or financial budgeting.
• Willingness to be part of a rotating phone roster with morning and afternoon shifts between the hours of 9-5pm, Monday to Friday.
• Willingness to have calls and emails monitored for quality assurance.
• A lived experience with disability is desirable.

For more information about the position, view the role description.

Closing date

Applications close: 11:59 pm, Sunday, 3rd October 2021