Client Service Officer
Core
Manage customer caseloads to deliver financial management services and make substitute decisions on behalf of customers.
Role type
Client Service Officer (Financial Management)
Builds
Financial management plans and decisions for customers
Domain
Public Sector / Financial Services
Deliverable
client delivery
Required skills
Financial planning, stakeholder engagement, issue resolution, budget administration, Microsoft Office
Responsibilities
Develop strategies and make substitute decisions to manage customer finances; Communicate with customers to understand financial needs and build rapport; Actively listen to concerns and resolve issues; Escalate complex matters and complaints to senior officers.
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