1. Contact customers to understand and document complaint specifics including all relevant details
2. Follow-up and follow-through as required (via both email and telephone)
3. Request relevant information including confidential documents to inform assessment of complaints
4. Document customer information and case assessment work papers and outcomes in case management system in required format and level of detail
5. Draft formal 'Assessment Outcome' document to be shared with both client and customer
Minimum Requirements
1. 2+ years' experience in complex financial advice remediation
2. Proficient verbal and written communication skills with a customer service orientation
3. Ability to work independently with minimal supervision