Client Services Representative

Description:

Client Service Officer
Initial 6-month term with likely extensions.Newcastle based, no hybrid working$42.00 per hour + super (35 hours /per week)
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 mattersAddress and progress Estate or Trust administrationAttend to customer needs and communicate with beneficiaries regularlyEnsure 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 skillsExperience in dealing with a diverse range of clients, professionals, staff, and community membersInvestigative, analytical, and problem-solving skillsHighly desirable: Experience in legal or financial sectors (though not necessary)
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 on 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.