Responsibilities:
- Create test cases and test the functionality of the CRM platform, client portal and Android Apple apps
- Apply a client services view to testing to ensure the application not only works but works intuitively.
- You’ll run functional tests, customer scenario testing, stress testing, performance testing and scalability testing.
- The ultimate goal is to iron out any bugs and improve the quality of the system as a whole.
- Have the ability to make process improvement suggestions
Minimum requirements:
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A relevant tertiary qualification
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Extensive experience in related roles in the financial services industry
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Experience in testing CRM and client portal solutions
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Test automation experience
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Agile / Scrum experience
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Very good understanding of the software development process
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Good communication ability
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Knowledge of wealth management and adviser value proposition requirements
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Ability to effectively translate business requirements in technology terminology
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software