Found Description
Description
PracticeSource Quality Analyst is expected to do quality check for various financial planning & non-financial planning deliverables/tasks produced by the servicing teams and provide constructive feedback on the opportunity areas basis various quality and compliance parameters. Responsibility areas also include providing mentoring/coaching support, contributing towards team objectives/initiatives to enhance advisor experience. The analyst should have good communication/feedback skills and a great sense of ownership to ensure timely completion of work with excellent quality.Key Responsibilities- QA review support and feedback delivery - Reviewing deliverables/tasks produced by the servicing teams as per the process requirements as well as QA/compliance parameters and accordingly provide written feedback on the opportunity areas. Scope of work may also include providing dedicated mentoring support to the analysts from servicing teams.
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