Leading Financial Client is hiring for Junir Case Assessor with RG 146 certiications! Based in Sydney and Melbourne! APPLY NOW!

Mandatory Requirements:

• RG-146 Certified (all modules)
• 2+ years' experience in complex financial advice remediation
• Proficient verbal and written communication skills with a customer service orientation
• Ability to work independently with minimal supervision

Desired Attributes and Skills:

• Proficient in Excel

Key Responsibilities

• Contact customers to understand and document complaint specifics including all relevant details
• Follow-up and follow-through as required (via both email and telephone)
• Request relevant information including confidential documents to inform assessment of complaints
• Document customer information and case assessment work papers and outcomes in case management system in required format and level of detail
• Draft formal 'Assessment Outcome' document to be shared with both client and customer

If interested, APPLY NOW!

Aishwariya Aramakrishnan
Recruitment Specialist
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Aboriginal and Torres Strait Islander people are encouraged to apply.

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