Case Assessor, KPMG Managed Services


KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, and drive disruption and growth.
 
Starting with KPMG as a Case Assessor, you will report into the Case Assessor Team Leader. You will be responsible for reviewing customer Case Files, assessing the appropriateness of the financial advice provided and determining if the customer should be remediated. You may be required to contact advisors and customers in order to gain information necessary to complete the assessments of the files.


Your major responsibilities will include:
• Reviewing client files
• Investigating clients complaints
• Determining the appropriateness of advice providing
• Determining if there was a financial or non-financial detriment to the client
• Communicating outcomes of the advice reviews
• Liaising with administrative and calculations teams to ensure the customer is remediated appropriately

How are you Extraordinary? You will ideally bring to this role -
• Minimum RG146 qualified
• Strong understanding of compliance and regulatory requirements within Financial Services industry
• Attention to detail; meticulous in your approach, ability to analyse information for any absent components  
• Degree qualified & remediation program experience advantageous
• Ability to meet deadlines and maintain levels of quality in a target-driven environment essential
• Intermediate/Advanced Microsoft Office Skills

The KPMG Difference
At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences. We value the variety of unique experiences, qualities and characteristics our people possess and we share and learn from each other. We are proud to be consistently recognised as an employer of choice for women, and for our achievements in LGBT+ workplace inclusion. Our commitment to ‘Flexibility’ allows our people to manage the changing demands of work, personal or family life.

Next steps? Please apply online by submitting your resume and cover letter. A member of the KPMG Talent Acquisition team will contact be in contact once your application has been reviewed.

 

 

 


KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, and drive disruption and growth.
 
Starting with KPMG as a Case Assessor, you will report into the Case Assessor Team Leader. You will be responsible for reviewing customer Case Files, assessing the appropriateness of the financial advice provided and determining if the customer should be remediated. You may be required to contact advisors and customers in order to gain information necessary to complete the assessments of the files.


Your major responsibilities will include:
• Reviewing client files
• Investigating clients complaints
• Determining the appropriateness of advice providing
• Determining if there was a financial or non-financial detriment to the client
• Communicating outcomes of the advice reviews
• Liaising with administrative and calculations teams to ensure the customer is remediated appropriately

How are you Extraordinary? You will ideally bring to this role -
• Minimum RG146 qualified
• Strong understanding of compliance and regulatory requirements within Financial Services industry
• Attention to detail; meticulous in your approach, ability to analyse information for any absent components  
• Degree qualified & remediation program experience advantageous
• Ability to meet deadlines and maintain levels of quality in a target-driven environment essential
• Intermediate/Advanced Microsoft Office Skills

The KPMG Difference
At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences. We value the variety of unique experiences, qualities and characteristics our people possess and we share and learn from each other. We are proud to be consistently recognised as an employer of choice for women, and for our achievements in LGBT+ workplace inclusion. Our commitment to ‘Flexibility’ allows our people to manage the changing demands of work, personal or family life.

Next steps? Please apply online by submitting your resume and cover letter. A member of the KPMG Talent Acquisition team will contact be in contact once your application has been reviewed.

 

 

 

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