Client Services Assessor

4 months ago


StainesuponThames, United Kingdom Marisa Peer Full time

**Salary**:£35,000 per annum

**Reports to**:Senior Assessment Manager

**Hours of Work**:Full time 09.00- 17.30, 5 days per week. Flexible working over a 14 day period. Hybrid worker - 4 days in office.

**Summary**:
To support our individual and corporate members both in UK and abroad with their CPD journey towards becoming accredited with The CPD Standards Office.
- Assessments and administration for our new Members and existing client submissions
- Administration work for CPDSO, PTE and Dual Assessment and Accreditation including initial assessment validation together with full assessments
- Provide constructive feedback and support to clients through their assessment journey
- Enabling form free submissions by video/phone/or visits
- Collaborate with the assessment team to enhance the assessment process and membership experience
- To provide a high level of support ensuring all queries are responded to in an efficient professional and timely manner, in line with the company’s goals, and following the processes and procedures.

**Responsibilities**:
**Submissions and Assessment**:

- To conduct and be responsible for assessments for CPDSO, PTE & Dual accreditation and COE alongside other Assessors which includes conducting including initial verification of submission when received. This may include telephone interviews, verifying calls and all documentation for accreditations.

**Administration duties**:

- To assist with Welcome letters and associated paperwork for new members. Sending out payment plans, renewals and on holds if required.
- Responsible for ensuring CRM updated where applicable.
- To be able to pull reports from the CRM when required.

**Membership**:

- Knowledge of the CPD Standards Office and how membership is of benefit to clients
- To work with Account Managers to ensure good customer service

Any other administrative duties as required by MD, CEO

**Requirements (Knowledge, Skills and Experience)**:

- Good standard of education - Qualified Assessor (TAQA,A1,D32/D33 or equivalent)
- Experience of working as an Assessor in a previous role minimum 2 years
- Good administrative skills and attention to detail and accuracy
- Experience and understanding of CPD, CPD schemes and requirements
- Ability to work on own initiative and prioritise work efficiently
- Ability to work as a member of a team and be adaptable within the company
- Positive and determined approach to achieving tasks and getting work completed in a timely fashion
- Ability to present a professional image at all times
- Ability to problem solve, critical and lateral thinking skills
- Ability to communicate well with a wide range of peopleGood IT skills, including
- Experience of: MS Office, Wordpress, Go High level, DropBox, CRM Database


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