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FF16 Customer service and administration medior servicesB2Cfinance

Client Advisor

Også kendt som: Customer advisor

Advises customers on products and services based on their situation and helps with choices beyond a standard question.

The client advisor deals with more complex customer questions requiring trade-offs, often in the financial or insurance sector. The distinction from a customer service representative lies in the advisory nature rather than handling alone. Selection often fails on candidates who communicate fluently but do not probe enough to surface the customer's real need.

Kompetencer, der skal måles

Dette er adfærds- og kompetencekonstruktionerne i denne profil. Hver enkelt viser, hvilket spørgeskema i hrmforce der måler den.

Kompetencer, der skal måles Målniveau hrmforce instrument Evalueringsmetode Adfærdsmæssigt anker på målniveau
Client focus
Kompetence (50-rammeværk): Customer Focus
Knockout
N4 Big Fifty, Competency Check, 360 Feedback 360-degree feedback Uncovers the real need behind a client question, makes a fitting proposal and checks after delivery whether it works.
Accuracy and attention to detail
Kompetence (50-rammeværk): Accuracy
Knockout
N3 Big Fifty, 360 Feedback Personality questionnaire Builds check moments into the own process, keeps track of errors and prevents repetition by adjusting the method.
Stress tolerance
Kompetence (50-rammeværk): Stress resilience
N3 Big Fifty, 15PF, Mental Resilience (4C) Personality questionnaire Keeps working in a structured way at peak load, keeps agreements with clients clear and flags early which results are at risk.
Switching between tasks and roles
Kompetence (50-rammeværk): Flexibility
N3 Big Fifty, Colour Profile (Jung), Competency Check On-the-job observation Switches independently between execution and consultation tasks, keeps notes per role and correctly resumes interrupted work.

Kort profil

De ti vigtigste kompetencer i denne profil. Den fulde profil med alle kompetencer, adfærdsmæssige ankerpunkter og vurderingsmetoder findes i downloadfilen.

T Kompetence Målniveau Vægt Knockout Evalueringsmetode
G Client focus N4 5 ja 360-degree feedback
G Accuracy and attention to detail N3 5 ja Personality questionnaire
V Working with digital devices and applications N3 5 ja Work sample test
V Expectation management N4 4 ja Structured interview
K Dutch language proficiency at professional level N3 4 ja Knowledge test
V Complaint handling N3 4 nej Situational Judgement Test
V Service calls and telephone contact N3 4 nej Work sample test
V Written client communication N3 4 nej Work sample test
G Stress tolerance N3 4 nej Personality questionnaire
V Retaining and applying knowledge N4 3 nej Knowledge test

Se alle 22 kompetencer i den fulde profil

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