FAQs
What is the primary purpose of the Associate role?
The primary purpose of the Associate role is to provide effective technical support to the process, actively resolve client issues, and ensure that process SLAs are met.
How do Associates manage client queries?
Associates manage client queries by fielding incoming requests via telephone and email, documenting user information, and following standard processes to resolve issues.
What tools are used to track incoming calls and emails?
Associates use designated tracking software to accurately process and record all incoming calls and emails.
What is the expected quality standard for managing transactions?
Associates are expected to manage transactions as per the required quality standards set by the process.
How do Associates handle unresolved client issues?
Associates identify red flags and escalate serious client issues to the Team Leader in cases of untimely resolution.
Is training provided to Associates?
Yes, training is provided to Associates, including product-specific training and capability development workshops.
What key competencies are required for this role?
Key competencies include process knowledge, collaborative working, problem solving and decision making, attention to detail, execution excellence, client centricity, and effective communication.
How is performance measured for Associates?
Performance is measured by the number of cases resolved per day, compliance with process and quality standards, meeting SLAs, pulse scores, and customer feedback.
What is the importance of maintaining internal knowledge bases?
Maintaining internal knowledge bases helps Associates provide effective problem resolution and aids in troubleshooting client queries.
How do Associates ensure compliance with service agreements?
Associates ensure compliance with service agreements by providing all necessary product information and disclosures to clients before and after their requests are handled.

