Client Service Officer - Customer Foundation
Core
Onboard new customers under financial management orders, gather financial and personal information, manage caseloads, process transactions, and develop action plans for vulnerable individuals.
Role type
Client Service Officer (Customer Foundation)
Builds
Financial management arrangements and support services for customers with impaired decision-making ability
Domain
Public sector / Financial management / Guardianship
Required skills
Financial information management, customer onboarding, caseload management, transaction processing, action plan development, record keeping, judgment, problem solving
Preferred skills
Experience with financial processes, working with vulnerable populations, clear communication
Responsibilities
Onboard new customers, gather relevant financial and personal information, manage customer caseloads, process financial transactions, develop action plans, work with families and service providers, maintain accurate records, escalate complex matters
Seniority
Mid-level, hands-on IC