FAQs
What is the primary role of an Associate/Officer/Senior Officer in this position?
The primary role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
What types of client communication will the role involve?
The role will involve fielding all incoming help requests from clients via telephone and/or emails in a courteous manner.
How are client issues tracked and documented?
Client issues are tracked and documented by recording, tracking, and documenting all queries received, problem-solving steps taken, and total successful and unsuccessful resolutions.
What is the process for resolving client queries?
Client queries are resolved by following standard processes and procedures outlined in the role description, ensuring resolutions are within the defined SLAs.
What kind of support is available for product features?
The role involves accessing and maintaining internal knowledge bases, resources, and frequently asked questions to provide effective problem resolution to clients.
How do we ensure compliance with service agreements?
Compliance is maintained by providing all product information and disclosures to clients before and after call/email requests to avoid legal challenges.
What performance metrics are used to measure success in this role?
Success is measured through the number of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, customer feedback, and self-management metrics.
Is training provided for new products or updates?
Yes, product training is undertaken to stay current with product features, changes, and updates as part of the role.
How does the team maintain excellent customer service levels?
The team maintains excellent customer service levels by effectively diagnosing and troubleshooting client queries, providing guidance, and following up on customer feedback.
What is the expected interaction frequency with clients?
There is an expectation to follow up and make scheduled call backs to customers to record feedback and ensure compliance with contracts/SLAs.