Client Services Officer

Our client is a premier NSW Government statutory authority that provides independent, professional trustee, guardian, and financial management services. Their customers come from incredibly diverse backgrounds, but they share a common need: someone to act in their best interests. Our client's specialized teams deliver these crucial community services with integrity, compassion, and professionalism, ensuring that every individual receives dignity, respect, and the support they need. The specific division plays a critical role in onboarding new customers who are placed under Financial Management Orders, effectively setting the tone for their entire journey with the agency. The team's primary purpose is to provide a positive, stable onboarding experience by taking the time to understand each customer's personal story, assessing their immediate financial situations, and making timely decisions where personal wellbeing is paramount. Customers typically remain within this intake and foundation team for up to six months while accounts are established and sustainable budgets are built before transitioning them to long-term management.