招聘日报｜悉尼KPMG急招Case Accessor(无需PR),Infinity澳洲职业咨询微信公众号文章

Advicer Case Accessor - Remediation

KPMG澳大利亚是全球网络的一部分，为不同的行业和部门提供广泛的服务。在与客户合作解决复杂挑战、促进变革、推动颠覆和增长的过程中，我们的员工相互协作、分享专业知识、创造创新。

毕马威正寻找金融规划师助理和财务顾问来作为案例评估员，评估KPMG在大规模的补救项目中所提供建议的情况。

KPMG is actively seeking Paraplanners and Financial Advisers to work as Case Assessors reviewing the appropriateness of advice across a large scale Remediation project.

职位信息

你将负责审查客户案例文件，使用明确的指导方针来评估所提供建议的适当性，并向你的团队领导汇报。你还可以从同事那里获得在职培训，并得到中小企业的支持，他们会回答任何问题。此外，KPMG将支持你获得职业发展(Continuing Professional Development)的积分。

Reporting into your Team Leader, you will be responsible for reviewing customer case files utilising clear guidelines to assess the appropriateness of the advice provided. You will also receive on the job training from your buddy and have access to SME’s who are on hand to lend their support and answer any tricky questions. In addition, KPMG will support you to maintain your CPD points.

工作职责

向你的组长汇报，你的主要职责包括:
审查客户档案，调查客户投诉，评估所提供建议的适当性
与行政和计算部门保持联系，确保客户得到适当的纠正
通过电话与客户沟通，要求进一步的信息，以帮助您评估他们的情况

Reporting into your Team Leader, your major responsibilities will include:

Reviewing customer files, investigating clients complaints and assessing the appropriateness of the advice provided
Liaising with administrative and calculations teams to ensure the customer is remediated appropriately
Communicating with customers over the phone to request further information to assist you in assessing their cases

申请要求

To be considered for this opportunity, your qualifications, skills & experience could include:

Minimum RG146 qualified
Minimum 2 years’ experience working as an Paraplanner or Financial Adviser
Strong understanding of compliance and regulations within Financial Services
Ability to meet deadlines and maintain levels of quality in a target-driven environment
Ability to work autonomously and confidence to make decisions based on guidelines given
Attention to detail and ability to analyse information
Intermediate/Advanced Microsoft Office Skills and computer savvy