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Client Review Case Manager

Job Title: Client Review Case Manager
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: Super + Bonus
Reference: 177364_1505956974
Contact Name: Ciara Ryan
Contact Email: ciarar@porterallen.com.au
Job Published: September 21, 2017 11:22

Job Description

Our client is a top tier wealth management firm based in the central location of Barangaroo in Sydney CBD.

The client is seeking candidates with strong exposure to Superannuation and Financial Services to be involved in a remediation project

The Role:

  • Reviewing frameworks and procedures ensuring the appropriate practices have been followed
  • Reviewing client files and documentation in relation to varies clients and assessing all is suitable while in line with legislation
  • Communicating with internal stakeholders on the agreed outcomes for each client review
  • Identifying alternative resolutions for the clients which is appropriate to each situation

The candidate:

  • DFP/RG146 Compliant
  • Relevant tertiary qualification in Commerce, Business, Finance
  • 3+ years experience in Remediation, Paraplanning, Product and Compliance
  • Team Player and high attention to detail

For a confidential discussion please call Ciara Ryan on 02 8247 5703, email ciarar@porterallen.com.au or click on the apply button below