Overview

Requisition Title –
Client Support Officer, Sydney CBD

Job Number: – AUS122090

Description

Multiple roles available
You will support the payment of remediated funds to clients by following up with clients via phone & email
Receive inbound calls from clients and answer any general queries they may have regarding communications they have received from the Remediation team

About The Role

Role Location: 242 Pitt Street, Sydney NSW 2000

Role Type: Fixed-term for 12 months, Full-time

Note: At present, some positions advertised are to support our OnePath Life or [Products / Pensions and Investments] business which may transition to an acquirer. If you apply for a job of that nature, then we may need to disclose your information to the relevant acquirer to ensure we can progress the recruitment process collaboratively. By proceeding with this application you are providing your consent for ANZ to share your information with the acquirer(s) and please do not hesitate to ask any questions you may have as part of this process.

This role is responsible for the actioning of all administration functions within the Remediation Operations team.

Your accountabilities will be, but not limited to the following:

Financial

Support the payment of remediated funds to clients by following up with clients via phone & email to ensure they received communications or cheques sent by the team.
Support the Case Management process by collating & renaming files extracted from various sources such as Coin, XPlan and other CRM systems.
Assist in producing monthly and quarterly reporting on progress and outcomes of remediation events for stakeholders.

Customer

Receive inbound calls from clients and answer any general queries they may have regarding communications they have received from the Remediation team.
Process EFT and cheque payments for clients within agreed timeframes.

Process

Ensure adherence to ANZ policies, processes and procedure.
Ensure all agreed SLA’s are met and that stakeholders are updated on progress where required.

People

Manage own professional development plan including the development and execution of the plan.

Risk/Compliance/Behaviours

Adherence to applicable Operations team controls.
Be responsible for the accuracy of all transactions that you prepare and/or verify.

About You

To be successful in this role, you will ideally bring and expected to perform the following:

In-depth knowledge of the financial planning end-to-end process
Understanding of financial planning documentation and templates
Proficiency in MS Excel, Word & PowerPoint
Experience with assisting clients over the phone and via email
Ability to work in a large business environment characterised by multiple internal stakeholders
Ability to work to tight timelines and communicate well with clients and internal stakeholders.
Results focused with an attention to detail. Motivated and possess a “can-do-it” attitude.

About ANZ

At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We’re just as focused on seeing our people thrive as well as our customers. We’ll give you every opportunity to develop your career.

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.

A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.

ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.

We work flexibly at ANZ and encourage you to talk to us about how this role can be flexible for you and any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support

To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS122090.

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