Client Services Officer
About the job
The Client Services Officer (CSO) at Funds in Court is a vital part of the Client Services Team, serving as the primary contact for clients. This job is all about delivering exceptional customer service in a fast-paced environment, ensuring that clients receive the support they need. The team thrives on collaboration and innovation, working together to meet the diverse needs of clients with compassion and professionalism.
You'll be responsible for
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Managing client portfolios
Overseeing a portfolio of clients with awards up to several million dollars, ensuring efficient funds administration services.🗣️
Providing advice and guidance
Offering sound advice and information to clients and their representatives regarding relevant legislation and processes.📚
Maintaining records
Keeping accurate records in the Trust Management System and meeting audit requirements.Key criteria
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Knowledge of relevant legislation
Understanding of key laws impacting fund administration for clients with disabilities.View
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Professional communication skills
Ability to engage in sensitive conversations while actively listening to clients.View
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Advanced Microsoft Office skills
Proficient in using Microsoft Office applications for effective documentation.View
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