Client Services Assessor

Organisation:  The CPD Standards Office

Full Time

Salary: £35,000

Location: Staines/Hybrid

Application Deadline: 01/05/2024

  • Full Time
  • Staines/Hybrid
  • 35,000 GBP / Year
  • Salary: £35,000

Website cpdstandards The CPD Standards Office

General Role Description:

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:

1.      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:

4       To assist with Welcome letters and associated paperwork for new members. Sending out payment plans, renewals and on holds if required.

5       Responsible for ensuring CRM updated where applicable.

6       To be able to pull reports from the CRM when required.

Membership:

1.      Knowledge of the CPD Standards Office and how membership is of benefit to clients

2.      To respond to member enquiries by email and phone in relation to assessment and membership on CRM

3.      To work with Account Managers to ensure good customer service

Any other administrative duties as required by MD, CEO

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
Excellent communication skills, including written, oral, email and telephone skills and ability to build strong working relationships with clients -good interpersonal skills
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 people
Good IT skills, including experience of: MS Office, WordPress, Go High level,  DropBox, CRM Database,

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