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Case Assessor (RG-146 Qualified)
About our client:
Our client is an independent, non-profit organisation dedicated to resolving financial disputes in a fair, efficient, and impartial manner. They provide consumers and small businesses with a free and accessible avenue to address complaints related to financial products and services. Committed to integrity and transparency, they work closely with financial institutions and customers to achieve fair outcomes while upholding industry standards and regulatory requirements.
This is an opportunity to join a purpose-driven organisation that plays a critical role in ensuring accountability and trust within the financial sector.
About the role:
As a Case Assessor, you will play a key role in managing and assessing complex financial advice remediation cases. Your primary responsibility will be to engage with customers to understand their concerns, gather necessary documentation, and conduct thorough case assessments. You will document your findings in the case management system and draft formal outcome reports for both clients and customers.
Success in this role requires a strong understanding of financial advice remediation, excellent communication skills, and the ability to work independently while maintaining attention to detail. If you are RG-146 certified and have experience handling complex financial complaints, we encourage you to apply.
Key responsibilities will include:
The successful candidate:
What's on offer?
This contract is available for an initial 6-month term with high likelihood of extension.
Located in Sydney, this opportunity is onsite.
How to Apply
Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role.
Call George Wright on 0480 011 549 or email georgew@whizdom.com.au for any further information.
Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.
Case Assesor - RG146
| Job title : | Case Assesor - RG146 |
| Contract type : | Contract |
| Location : | Victoria |
| Sectors : | |
| Salary : | Competitive |
| Start date : | 2025-01-29 |
| Duration : | 6 Months with Extension |
| Job Reference : | V-48604 |
| Contact name : | George Wright |
| Contact email : | georgew@whizdom.com.au |
| Job published : | 24 days ago |
About our client:
Our client is an independent, non-profit organisation dedicated to resolving financial disputes in a fair, efficient, and impartial manner. They provide consumers and small businesses with a free and accessible avenue to address complaints related to financial products and services. Committed to integrity and transparency, they work closely with financial institutions and customers to achieve fair outcomes while upholding industry standards and regulatory requirements.
This is an opportunity to join a purpose-driven organisation that plays a critical role in ensuring accountability and trust within the financial sector.
About the role:
As a Case Assessor, you will play a key role in managing and assessing complex financial advice remediation cases. Your primary responsibility will be to engage with customers to understand their concerns, gather necessary documentation, and conduct thorough case assessments. You will document your findings in the case management system and draft formal outcome reports for both clients and customers.
Success in this role requires a strong understanding of financial advice remediation, excellent communication skills, and the ability to work independently while maintaining attention to detail. If you are RG-146 certified and have experience handling complex financial complaints, we encourage you to apply.
Key responsibilities will include:
- 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.
The successful candidate:
- 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.
- Proficient in Excel.
What's on offer?
This contract is available for an initial 6-month term with high likelihood of extension.
Located in Sydney, this opportunity is onsite.
How to Apply
Please upload your resume to apply. We will be in touch with further instructions for suitably skilled candidates. Please note that you will be required to complete selection criteria to complete your application for this role.
Call George Wright on 0480 011 549 or email georgew@whizdom.com.au for any further information.
Candidates will need to be willing to undergo pre-employment screening checks which may include, ID and work rights, security clearance verification and any other client requested checks.