Client Services Officer

Reporting to the Client Services Manager, the Client Services Officer works with various clients and assists them with their enquiries.

Day to day, you can expect to -

Process and action client enquiries and advise clients on their entitlements and assist them in completing their applications
Assess the client applications according to established policies and procedures, including engagement with external stakeholders to facilitate the distribution of benefits
Manage multiple enquiries over a range of trusts, ensuring their specific policies and guidelines are adhered to
Identify, investigate and escalate any fraudulent application attempts
Progress knowledge and awareness for vulnerable clients and how best to manage their enquiries
Ensure compliance with trust distribution policies and processes
Implement, understand and support the leadership team with ongoing auditing requirements
Identify and escalate compliance incidents and contribute to client/beneficiary-focused resolution and management
Attend and support Senior Management in Trust meetings, meet Advisory Trustees, record minutes, and follow up actions

What you'll need to succeed

You are very organised, self-driven and have a 'can-do' attitude. You have excellent written and verbal communication skills and high attention to detail. In addition, you enjoy working as part of a team and have high resilience and emotional intelligence. You are efficient, enjoy improving processes, and your computer skills are exceptional. Most of all, you enjoy building client relationships by providing quality service and understanding the importance of maintaining confidentiality.

You have experience dealing with Aboriginal and Torres Strait Islander Peoples or Native Title and are committed and willing to understand complex and cultural needs.

As a preference, you have experience working in the Trustee industry or the financial sector working with a specialised cross-section of stakeholders.

About us - Trusted since 1888

Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.

Computer skills