Qualified Case Assessor/ QA

Location Melbourne
Discipline Accounting & Finance
Job reference 173106
Salary AU$40.00 - AU$80.00 per hour + Plus Super

Role: Qualified Case Assessor/ QA (Multiple openings)

Duration:Long Term Contract Role
Location:Melbourne /Sydney

About the Client:

Our client is a leading global services organisation seeking multiple qualified Case Assessors (Mid - Senior) to join their project team. This project team is dedicated to servicing a large government client and assist them with case management across different financial products.

Roles available:

  • Case Assessor - 2+ years of experience
  • Senior Case Assessor- 4+ years of experience with at least 1 year on Quality Assurance role
  • Team Lead - 5+ years of experience with coaching/ mentoring junior staff to remediate quality issues

Mandatory Requirements:

  • Must be RG146 (all modules) certified
  • 4+ years' experience in complex financial advice remediation programs, with at least 1 year in a Quality Assurance role
  • Proficient verbal and written communication skills with a customer service orientation
  • Excellent knowledge of financial instruments and a good understanding of how funds and related products are administered.
  • Proficient in Excel
  • Ability to work independently with minimal supervision
  • Must have full working rights

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

Lona Chatterjee
Operations Consultant
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