To work as part of the Advice team to ensure the department is correctly resourced including short notice cover, highlighting absences to Managers, handling client calls (including setting call-backs) and providing accurate reporting on a daily and weekly basis.
Day-to-Day Responsibilities
¦ Any other duties that are deemed appropriate from time to time in line with the Job Summary.
¦ Listen to the clients needs and set call-backs within timeline.
¦ Set the expectation for Super Service from your call by letting the client know when we will call.
¦ Assist with the availability of Advisors using Openscape to review individual codes.
¦ Take inbound calls to reduce the over-flow and abandon rate for the team.
¦ Maintain an abandon rate of above 0.60% and an SLA target of above 99%.
¦ Update holidays, overtime, absence, early/late shifts, working patterns, lunches, out of hour schedules & Christmas and Bank Holiday cover.
¦ Update client records and other relevant logs as required.
¦ Ensure client confidentiality is maintained.
¦ Establish and maintain efficient working relationships with colleagues and clients.
¦ Schedule departmental or team training sessions/meetings considering headcount and availability.
¦ Assist the Management team with daily, weekly, monthly and quarterly reporting.
¦ Manage the Task-Management diary to ensure correct staffing levels are maintained between teams.
¦ Ensure annual leave is agreed within the departmental cap.
¦ Store and maintain the stock of Advisory consumables such as splitters, headsets and webcams.
¦ Complete all training as required by the required deadline.
¦ Carry out any other tasks deemed necessary by the Management Team.
This position would suit candidates who have an interest in pursuing a career in TAX advisory, Claims or has a background in Law. Candidates considered for the role will have excellent communication skills and the ability to work in a methodical manner and be super organised.