Financial Remediation Specialist
2 months ago
Job Summary: We are seeking a skilled Qualified Case Assessor to join our team at Whizdom Recruitment in Sydney. As a Remediation Professional, you will be responsible for assessing and resolving complex financial complaints.
Mandatory Requirements:
- RG-146 certification with all modules
- At least 2 years' experience in remediation of complex financial advice
- Strong verbal and written communication skills with a customer service focus
- Ability to work independently with minimal supervision
Key Responsibilities:
- Document customer information and case assessment work papers in our case management system
- Request relevant information, including confidential documents, to inform assessment of complaints
- Follow up as required with customers via email and telephone
- Draft formal 'Assessment Outcome' documents for clients and customers
Desired:
- Proficiency in Excel
Security Requirements: Australian Citizen
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