Motor Claims Team Leader

This is a great opportunity to join a top-tier insurance organisation as a Motor Claims Team Leader, where you will report to a Team Manager and be responsible for managing the customer administration and resolution functions of a Motor Claims team.

This role would suit an experienced Team Leader, or a Senior/Technical Claims Consultant who is seeking career progression and looking to step up into a Team Leader position. This organisation has great team culture and takes pride retaining staff through professional development and long-term career progression.

Duties and Key Responsibilities:

  • Regular reporting on team performance and recommending areas of opportunity to improve processes.
  • Manage the team’s performance to achieve KPIs and financial targets.
  • Ensure the team responds to clients and service providers in a prompt and courteous manner, in-line with service level agreements.
  • Engage team members to develop a culture of high performance, through setting clear standards and recognising good performance.
  • Oversee the investigation, reporting, and management of incidents within Motor Claims.

Skills and Experience:

  • Strong knowledge of Motor Claims processes, products, and practices, with a minimum of 3-5 years’ experience.
  • Ability to implement strategic initiatives and ensure operational targets/objectives are achieved.
  • Demonstrated leadership skills.
  • Sound judgement and decision making skills.
  • Ability to embrace, motivate, and lead a team whilst demonstrating company values.

If you are interested in applying for this role, please do not hesitate! If you have any additional questions, feel free to email me at [email protected], or call me on 02 9003 4938.

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Senior Claims Specialist – Complex and Specialty

This is a great opportunity to join one of Australia’s largest insurance organisations as a Senior Claims Specialist, where you will manage a portfolio of high value complex claims within the Professional Indemnity and Public Liability space.

This insurance company has a fantastic reputation for their diverse culture and work-life flexibility. As one of Australia’s largest insurers, there is plenty of opportunity for internal progression and professional growth long-term.

Key Roles and Responsibilities:

  • Drive positive customer and organisation outcomes across a portfolio of high value complex claims (Professional Indemnity and Public Liability).
  • Provide advice on claim strategy, policy wordings, likely claim outcomes, and highlight legal issues.
  • Manage litigation with the assistance of experts, panel law firms, internal legal teams and counsel
    where appropriate.
  • Attend informal settlement conferences, mediations, Court, and Commitee meetings as required.
  • Provide litigation assistance in relation to settlements or defence files as requested
    by the team’s stakeholders.

Skills and Experience:

  • 5-10 years’ experience managing a portfolio of complex professional indemnity or liability claims (will consider experience gained in an insurance law firm).
  • 5 years’ experience advising and mentoring less experienced staff members.
  • Litigation experience (direct or briefing panel firms) at a senior level.
  • Tertiary qualification in either law, business, or insurance.
  • Admission as a Solicitor or Barrister in any Australian Court (desirable but not essential).

If you are interested in applying for this role, please do not hesitate! If you have any additional questions, feel free to email me at [email protected], or call me on 02 9003 4938.

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Assistant Account Executive

This is an excellent chance to step into an Assistant Account Executive role within one of Australia’s largest Insurance Brokers/Risk Management companies. This organisation is renowned for having a great culture and a competitive rumeneration and incentive program.

This role would be well-suited to someone with previous experience across administration, customer service, or sales, looking for career progression within a top-tier organisation. As this is a growing company, you will gain exposure to professional development and have the opportunity to work directly with Senior Brokers.

Duties and Key Responsibilities:

  • Providing a excellent customer service to clients, brokers, underwriters and other key stakeholders in a timely manner.
  • Assisting in the overall account management and debtor management.
  • Gathering relevant client information and identifying key issues to provide assistance to brokers, and improve processes.
  • Ensure 100% accuracy of documentation and policies for external and internal clients and procedures.
  • Applying best business practise in at activities ethically, professionally and with integrity.

Skills and Experience:

  • Previous experience in administration, sales or customer service.
  • Strong time management and organisational skills.
  • Excellent verbal and written communication skills.
  • Previous experience in insurance (claims, underwriting etc.) or an understanding of insurance products/processes.
  • Tier 1 qualification, or willingness to complete upon commencement (supported by the business).

If you would like any additional information about this role, please email me at [email protected] or contact me on 02 9003 4938.

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Compliance Manager

An exciting opportunity has become available for an experienced Manager with a large local Financial Services Institution within their Enterprise Compliance team. The role will cover a full range of Compliance responsibilities including: the provision of advice, drafting policies and procedures, conducting training, undertaking reviews, engaging with regulators, assessing incidents and breaches, and conducting Compliance Risk assessments.

Key Responsibilities:

  • Support the development, implementation and ongoing continuous improvements of the businesses enterprise compliance framework
  • Proactive engagement with regulatory authorities and provide support to Lines 1 and 2 on regulator assessment programs
  • Regulatory relations: Establish an enterprise-wide regulatory engagement policy and procedures; coordinate and manage the centralised repository of regulatory contacts and interactions
  • Project management: for the identified projects act as a project lead, identifying applicable requirements and obligations, informing stakeholders and identifying deliverable’s
  • Policy management: Coordinate the collation of the centralised policy repository; track policy update schedule and report on progress against plan; manage allocated EC policy updates or required new policies

Key Requirements:

  • 5 years + experience in compliance, risk or audit role within Financial services
  • Developed, implemented and continuously improved compliance framework
  • Developed and enhanced compliance reviews, testing programs or audit programs
  • Experience managing projects
  • Dealt with domestic and international regulators
  • Drafted reports for boards, committees and regulatory authorities
  • Tertiary qualifications in related field
  • Experience dealing with government bodies at a senior level

If you have the required experience and are interested in this role please click apply or contact Liam Sweeney via [email protected]

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Customer Service Advisor

This is a great opportunity to join a start-up financial organisation. In ths role, you will join a growing Customer Operations team where you will be the first point-of-contact for all enquiries, whilst also having the opportunity to work with the Sales & Marketing team to recruit potential business partners.

Key Roles and Responsibilities:

  • Providing excellent customer service through a variety of platforms including live chat, email, and phone calls.
  • Building rapport with customers to understand their needs, frustrations, and feedback; relaying this to the business to improve processes and products.
  • Handling payment-related queries; investigating missing payments and direct debits.
  • Assisting vulnerable customers by providing support options.
  • Assisting the Sales and Marketing team when required by prospecting potential business partners.
  • Once you are proficient in this role, you will have the opportunity to expand your broader knowledge and progress across the Customer Operations team.

The Ideal Candidate Will Have the Following:

  • Is a personable and empathetic problem-solver.
  • Has a customer service background.
  • Is seeking career progression, and is happy to work across a variety of tasks supporting the Customer Operations team.
  • Is happy to be based in Lavender Bay.
  • Is happy work across rotating shifts between 8am and 8pm (Monday to Friday), with potential for Saturday Operations in the future.

If you are interested in this role and would like any further information, please call me directly on 02 9003 4938 or email me: [email protected]

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Client Service Manager – Onboarding

Great opportunity has arisen for a Client Service Manager – Onboarding, to join a well-known fund manager to support the broader Client Relationship and Service Team. Reporting direct to the Client Services Director, Client Service Manager will be responsible for the AML/KYC and ongoing due diligence of the client during and after the onboarding period.

A high performing and collaborative environment with a strong team culture, this role would suit an individual who has previous experience in client service/onboarding, compliance and governance ideally within funds management.

Role & Responsibilities

  • Responsible for conducting AML/KYC for new clients and mandates during the onboarding process
  • Maintain the KYC register and manage the ongoing client due diligence
  • Responsible for the creation of the IMA obligations register for new mandates
  • Support the Relationship Manager by collating the information required and managing client audit requests.
  • Responsible for managing the audit review and furnishing the documentation requested by FSI external and internal auditors
  • Comply with and ensure the internal controls policy frameworks are communicated and adhere to Group policies
  • Support process improvement by disseminating successful risk management practices

Essential Criteria

  • Tertiary qualifications desirable
  • 3-5 years’ experience in a client service/onboarding/compliance/governance-related role within the financial services industry, preferably in funds management
  • Sound knowledge of AML/KYC regulations and end to end Onboarding processes
  • Strong people skills with experience in effectively communication and working with internal and external stakeholders

If you are interested in learning more, please contact Angela Stephan for a confidential discussion- [email protected]

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Customer Service Consultant

This is a great opportunity to join a start-up financial organisation. In ths role, you will join a growing Customer Operations team where you will be the first point-of-contact for all enquiries, whilst also having the opportunity to work with the Sales & Marketing team to recruit potential business partners.

Key Roles and Responsibilities:

  • Providing excellent customer service through a variety of platforms including live chat, email, and phone calls.
  • Building rapport with customers to understand their needs, frustrations, and feedback; relaying this to the business to improve processes and products.
  • Handling payment-related queries; investigating missing payments and direct debits.
  • Assisting vulnerable customers by providing support options.
  • Assisting the Sales and Marketing team when required by prospecting potential business partners.
  • Once you are proficient in this role, you will have the opportunity to expand your broader knowledge and progress across the Customer Operations team.

The Ideal Candidate Will Have the Following:

  • Is a personable and empathetic problem-solver.
  • Has a customer service background.
  • Is seeking career progression, and is happy to work across a variety of tasks supporting the Customer Operations team.
  • Is happy to be based in Lavender Bay.
  • Is happy work across rotating shifts between 8am and 8pm (Monday to Friday), with potential for Saturday Operations in the future.

If you are interested in this role and would like any further information, please call me directly on 02 9003 4938 or email me: [email protected]

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Claims Audit Manager

The role is Claims Audit Specialist role within one of the largest reinsurance groups in the world.

In this role, you will be responsible for ensuring that financial elements of claims are promptly assessed in line with the terms and conditions of the relevant insurance contract.

Fundamentally, you will be assisting ceding clients with issues relating to reinsurance treaties, including review, audit and approval of claims of the ceding insurers for Income Protection, TPD, Trauma & TIB/Death.

Duties and Key Responsibilities:

  • Assisting ceding clients with issues relating to reinsurance treaties, including review, audit and approval of claims of the ceding Insurer’s for Income Protection, TPD, Trauma & TIB/Death.
  • Managing and developing methodologies to address financial elements of personal and company tax returns and how they relate to income protection claims management.
  • Analysing financial records to determine pre-disability income and partial claim calculation.
  • Authorising & approving reinsurance recoveries.
  • Contributing to the development of competency of the Claims team on the topic of financial assessment.
  • Monitor and ensure compliance with the company’s customer service focus and liaising with clients to maintain sound and professional relationships.
  • Provision of client training on financial elements.

The Ideal Candidate Will Have the Followng Skills and Experience:

  • CPA, CA, Diploma in Accounting (or equivalent).
  • Working knowledge of the financial, tax & legal system.
  • Strong technical knowledge of both direct and group insurance.
  • Professional integrity and relationship management skills.
  • Clear and effective communication and problem solving skills with strong analytical skills.
  • Excellent organisation skills, attention to detail and ability to prioritise effectively.
  • Ability to work with minimal supervision and as part of a team.
  • ALUCA accreditation and ANZIIF qualifications desirable.

If you are interested in this role, please apply directly via this ad! Alternatively, if you have any additional questions feel free to contact me via email or phone. [email protected] OR 02 9003 4938

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Client Service – Graduate Opportunities | CFD Trading

An excited opportunity have come available to join a Global Trading Platform where internal promotion and progression are highly valued. My client is looking for an individual with a genuin interest in financial markets that is also driven and eager to learn. This would suit an individual that is interested to take the next step in their career within the financial services industry.

Apply your excellent client service skills and develop your knowledge in trading and financial markets as being the point of contact within the client service team for client inquiries that comes through.

Role & Responsibilities:

  • Proactively handle incoming trade inquiries and client issues via phone, email and live chats
  • Provide excellent and high calibre client service to ensure a positive client experience
  • Assist clients with trade research and quotes as well as trade investigations across different markets
  • Provide support to relevant clients with account openings

Essential Criteria:

  • A relevant degree in Economics, Finance & Commerce desirable
  • Outstanding verbal & written communication skills
  • Previous customer service/hospitality/retail experience essential
  • Interest in pursuing a career in Financial Services/Stockbroking
  • Strong emphasis on providing excellent customer service

If you are a recent graduate with a genuine interest in working in a corporate, fast paced, hardworking financial services environment then we would love to hear from you. Candidates with previous industry exposure will be well regarded although this is not essential for your successful application.

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Business Analyst – Unit Pricing and Fund Services

This is a great opportunity within a well-regarded international investment bank. This role exists within the Fund Administration Team, which is a customer-focused team servicing Asset Owners and Asset Managers. Asset Owners consist of Life Insurance Funds, Sovereign Wealth Funds and Superannuation Funds. Asset Managers manage Trusts and Managed Funds.

In this role, you will be the senior member who will represent the Fund Administration team on product control related activity. You will be the technical and project expert who brings in the outside BAU events successfully into the business environment to achieve a successful result.

  • Projects – Migration of Clients onto the product system.
  • Transitions – in and out of the teams.
  • New product launches and functionality on product system.
  • Managing and execution of systems testing.
  • Management and completion of management reporting to key stakeholders.
  • Specialist in systems, products, technical and processors to act as a lead across the teams.
  • Lead in managing the offshoring process and successful integration with the Sydney teams.

You will be the technical and project expert who brings in the outside BAU events successfully into the business environment to achieve a successful result.

Technical Skills required for the role:

  • 7 years + experience in fund accounting, unit pricing and a good understanding of tax services.
  • Technical accounting ability – knowledge of fund accounting, unit pricing, reporting and tax related operational risk and compliance requirements of the client service function.
  • Systems experience: PControl unit pricing system and Hi Portfolio.
  • Interest in Data Science and Analytics or their related IT languages such Python, SQL.

If you are interested in this role and would like any further information, please call me directly on 02 9003 4938 or email me: [email protected]

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Customer Technical Support Specialist

This is a great opportunity to join a high performing team within a well-regarded financial markets organisation. In this role you will be the first point of contact for all technical queries. You will provide assistance for all customers who develop to and access trading and information systems.

Key Roles and Responsibilities:

  • Proactively ensure the management and resolution of customer queries in an efficient manner.
  • Actively monitor and maintain customer connectivity for critical systems.
  • Take an active role in customer readiness for system and product releases, providing regular and ad-hoc reporting for internal stakeholders.
  • Build and share knowledge of the organisation’s customers through active engagement and support.
  • Maintain high standards of support and responsiveness on all technical related matters including production and development support.
  • Support the operation of External Test and Production Environments; assisting in the development and refining of workflows between departments to ensure a streamlined and efficient customer experience.
  • Provide assistance to customers during various development and testing phases such as API Development, Qualification Testing, Customer End to End Testing, Implementation Rehearsals and Production Go-Live.
  • Operate within a 12 hour shift rotation and provide support on occasional customer facing weekend upgrades

The Ideal Candidate Will Have the Following Skills/Experience:

  • Previous experience in a customer service orientated and delivery focused environment.
  • Previous experience within technical support (software).
  • Knowledge of participant systems, operations and connectivity models across Front, Middle or Back Office environments.
  • An understanding of the Australian financial markets including Equity, Derivatives or OTC Markets.
  • Experience with technical systems, protocols or infrastructure.
  • Proven verbal, written and communication skills including experience with data collation and report writing for management.
  • Previous exposure to CRM systems (ideally Salesforce)
  • Experience in using call logging and tracking systems.

If you are interested in this role and would like any further information, please call me directly on 02 9003 4938 or email me: [email protected]

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KYC, Client Onboarding Analyst – Investment Banking

MARS Recruitment is partnered with a recognised investment bank who currently is looking for an experienced client onboarding, KYC Associate to join their collaborative and diverse team.

To be successful in this role you will be self-motivated and able to work effectively in a fast paced environment. The ideal candidate will have previous experience working with KYC/Onboarding processes for institutional and/or corporate clients.

Role & Responsibilites:

  • This client onboarding team are SME’s are across current know your client, anti-money laundering, new account opening and customer due diligence regulations and frameworks
  • Manage new client adoption and regular review stream (as required), to ensure that all requests are approved in accordance with regulatory requirements and the bank’s internal policies
  • Responsible for ensuring timely, complete and accurate processing of KYC
  • Responsible for client communications and query management

Requirements:

  • 2-4 years’ Onboarding/KYC/CDD within corporate financial services industry
  • Sound knowledge of AML/KYC regulations, risk controls, compliance & investigation skills
  • Sound understanding of end to end KYC process
  • Ability to effectively communicate written & verbally
  • Excellent client service skills

If you have the required skills and experienced which are required for this role then please do not hesitate to send your resume to [email protected]

Please note that all applications will be handled in the strictest of confidence.

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