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  • Posted: Apr 12, 2025
    Deadline: Not specified
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  • The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide...

     

    Associate Advisor - GEC

    About the Role:

    • You will be the face of AICPA & CIMA by focusing on the needs of members, students, candidates, and prospects. Handle inquiries through inbound/outbound phone calls, email, chat, and social media channels, which contribute to customer satisfaction survey results and Net Promoter Scores (NPS) scores. You will report to a GEC Associate Manager. You will be based on site and work 9am to 5pm, UK time.

    You Will:

    • Identify and report issues that could negatively affect our member/customer experience
    • Achieve qualitative and quantitative targets for individual performance
    • Upsell/cross sell by engaging customers in a discussion about membership, products and services suitable to their needs through both inbound and outbound campaigns
    • Remain knowledgeable about memberships and products while working to become subject matter experts in important areas
    • Collaborate with team members to share knowledge, identify efficiencies and achieve Service Level Agreements
    • Communicate relevant information on policies, member benefits, products, services, and industry developments through inbound/outbound phone, email, chat, and social media channels.
    • Navigate multiple systems to grant access and manage membership requests, product orders, event registrations, account adjustments, and other requests
    • Identify customers' needs and anticipate obstacles by clarifying information, researching issues and providing the easiest solutions or alternatives

    You Have:

    • High school diploma or equivalent

    6+ years' related experience including:

    • 1+ years of customer service or sales experience
    • Experience achieving set targets for individual performance
    • Experience working with a CRM system
    • Previous work experience in a not-for-profit, Association, or NGO environment
    • Resolution experience
    • Online chat experience

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