Senior Financial Remediation Specialist
6 days ago
We are seeking an experienced Financial Remediation Specialist to join our team at Experis in Sydney and Melbourne.
As a Senior Financial Remediation Specialist, you will be responsible for leading financial client cases and conducting assessments to ensure compliance with regulatory requirements. This role requires strong communication skills, attention to detail, and the ability to work independently with minimal supervision.
The ideal candidate will have:
- a minimum of 2+ years' experience in complex financial advice remediation
- RG-146 certification (all modules)
- excellent verbal and written communication skills with a customer service orientation
- the ability to work independently with minimal supervision
Additional skills that would be beneficial include proficiency in Excel and the ability to document customer information and case assessment work papers in a required format and level of detail.
In this role, you will be responsible for:
- Contacting customers to understand and document complaint specifics including all relevant details
- Following up and following through as required via both email and telephone
- Requesting relevant information including confidential documents to inform assessment of complaints
- Documenting customer information and case assessment work papers and outcomes in a case management system
- Drafting formal 'Assessment Outcome' documents to be shared with clients and customers
This is an excellent opportunity to join a dynamic team at Experis and utilize your skills and experience to make a real difference in the financial industry.
We offer a competitive salary package, estimated to be in the range of $80,000 - $120,000 per annum, depending on experience.
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