Case Assessor (Talent Community)
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. KPMG is currently seeking full time Case Assessors to join a close-knit and growing team as part of a large remediation project.
Reporting into your 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 and work closely with the administrative and calculations team to ensure the customer is remediated appropriately. Why join our Talent Community? Relationships are important and sometimes they take time.
Joining our Talent Community is an opportunity for us to get to know each other. Weâ€™ll help you understand if KPMG is the place for you and, if it is, weâ€™ll work together to identify the right roles and teams for when youâ€™re ready to make the move. Your major responsibilities will include: Reviewing customer files Investigating clients complaints Determining the appropriateness of advice provided Communicating with internal stakeholders as well as customers to gain appropriate information How are you Extraordinary? Minimum RG146 qualified Extensive experience working as a Financial Planner, Case Assessor or Paraplanner is essential Strong understanding of compliance and regulatory requirements within Financial Services Attention to detail and ability to analyse information Ability to work autonomously and make decisions based on guidelines given Ability to meet deadlines and maintain levels of quality in a target-driven environment is 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 â€˜Flexibilityâ€™ 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.