Customer Service Officer

We have an exciting opportunity for a Customer Service Officer – Health and Personal Injury to join our team in Sydney. This role is key to supporting our Health and Personal Injury Client Relationship Managers (CRMs) by providing high-quality administrative and client-focused support. You will help ensure that our clients receive exceptional service while assisting with key administrative duties such as client payments, property risk management, tribunal reporting, and budget preparation.

If you are passionate about client service and want to make a meaningful impact in the lives of our clients, we would love to hear from you!

Key Responsibilities:

• Provide exceptional service to clients with complex needs, responding to enquiries via phone and email.
• Act as a key contact in the absence of the CRM and liaise directly with clients as required.
• Support CRMs with administrative tasks including client and bill payments, tribunal submissions and property management.
• Ensure compliance with relevant policies, Trust Deeds, and tribunal regulations.
• Maintain accurate and up-to-date client records, monitoring workflow and managing multiple inboxes.
• Collaborate with internal and external stakeholders to support strong relationships and optimal client outcomes.
• Contribute to a high-performing team environment by providing support to colleagues and working collaboratively.
• 12-month contract, with a chance to transition to a permanent role

What You’ll Need to Succeed:

• Experience working in the trustee, financial, or legal sector, particularly with complex client needs (desirable).
• Strong ability to build and maintain relationships with clients and stakeholders.
• Excellent communication and interpersonal skills, with a respectful and empathetic approach to client interactions.
• Highly organised with strong administrative skills and the ability to manage competing priorities.
• Proficiency in Microsoft Office and the ability to learn new systems quickly.
• A team player with initiative, resilience, and a commitment to delivering outstanding client service.

What we offer:

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment.

About us - Trusted since 1888

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

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

Equity Trustees is over 135 years strong - and growing. Apply now to be part of a successful contemporary trustee company!