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
Let's Connect
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