Senior Client Service Officer - Customer Foundation
Core
Onboard new customers into financial management services, assess individual needs, make initial financial decisions, and support vulnerable people's financial wellbeing and independence.
Role type
Senior Client Service Officer (Financial Management)
Builds
High-quality financial management services for vulnerable individuals
Domain
Public sector / Financial services / Social welfare
Deliverable
client delivery
Required skills
Complex customer matter management, sound financial judgement, stakeholder engagement, analytical problem-solving, risk assessment
Preferred skills
Experience with disability support, older people, or vulnerable populations
Technologies
Phone systems, email, case management systems
Responsibilities
Onboard new customers with financial management orders, assess customer financial situations, build relationships with customers and support networks, identify strategies for financial independence, manage complex high-volume matters
Seniority
Senior, hands-on IC