Associate Advisor - GEC - US

About the Role:

The position in the UK for CIMA and US for AICPA focused 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 an Associate Manager within the GEC Department.

• Report to the Durham Office three days per week and work from home the remaining days

• 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

• Respond to members and students on general inquiries, exams, benefits of membership/registration, professional development, the AICPA/CIMA qualification and issues regarding renewals through calls, emails, social media, and online chat

• Provide support and assistance to prospective students to ensure that they have a clear understanding of the registration process and can access relevant resources to help prepare them for their exams promptly

• Display ownership of issues that have been raised by members, students and prospective students and either independently or working with appropriate partnering teams find the appropriate resolution

• 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:

• 1 or more years of customer service or sales experience

• Previous work experience in a not-for-profit, Association, or NGO environment

• Experience achieving set targets for individual performance

• Experience working with a CRM system

Who We Are

At The Association, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most highly skilled accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

Learn more about The Association on LinkedIn and our Career Site.

How We Support You

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options that support your wellbeing, in and out of the workplace, including healthcare, retirement, paid time off, parental leave, and an employee assistance program. We provide tools and resources that support your mental health, and continuously evolve our offerings in order to meet your needs.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

Ready to help shape the future of the accounting profession at The Association? Apply today at https://us.aicpa.org/career.