About the role
Job Family: Business Operations Travel Required: None Clearance Required: None What You Will Do: Guidehouse is seeking detail-oriented professionals to support Adult Protective Services (APS) reporting activities for a leading financial services client. This role is responsible for working with teams of agents reviewing and auditing cases involving potential elder financial exploitation (EFE) and other forms of financial harm impacting vulnerable adults, coordinating required reporting activities, and maintaining accurate documentation in accordance with established procedures and deadlines. The ideal candidate demonstrates team leadership skills, ensuring expectations of timeliness, accuracy and quality of case handling is met. This candidate is also organized, detail-oriented, customer-focused, and comfortable handling sensitive matters. What You Will Do: Direct work to a team of agents supporting case reviews provided by the financial institution involving potential elder financial exploitation (EFE), financial abuse, neglect, self-neglect, or other concerns requiring APS reporting for adherence with established procedures and jurisdictional
requirements. Monitor the completion of cases for timeliness, accuracy, and quality in compliance with established client procedures and jurisdictional
requirements. Track and report team metrics for quality, throughput and handle time to project leadership. Provide documented coaching and training to agents needing assistance maintaining project expectations. Communicate professionally with internal and external stakeholders to confirm and report progress of team performance and deliverables as assigned. Hold re-occurring team meetings to provide quality feedback, updates and information, as available. Perform spot checks on agent case reviews to confirm adherence with procedural
requirements and documented areas of opportunity and strengths Demonstrate proactive leadership initiatives and perform assigned tasks at expert level with limited intervention from senior management. Escalate questions, exceptions, or complex situations in accordance with established procedures. What You Will Need: A high school diploma and 8+ years of prior relevant experience; some roles may require a university degree, vocational or technical education (Relevant experience may be substituted for formal education) 5 + years of experience in any of the following: customer support or customer operations within a financial services, fintech, payments, or banking environment; fraud, financial crime, AML, compliance, or risk operations; investigations support, case management, or agency reporting; operations, back-office processing, or customer protection functions; or contact center/support roles involving documentation, escalations, and case tracking. Strong organization and recordkeeping skills Strong attention to detail and ability to maintain accurate records and documentation. Strong verbal and written communication skills. Ability to navigate multiple systems and follow established procedures. Ability to coordinate multiple priorities while meeting quality and timeliness expectations. Ability to digest project updates and their effects for team distribution Ability to track, monitor and enhance team for maximum performance Comfortable working independently and as part of a team What Would Be