Professional Services Client Servicing Executive
Handles routine client questions about deliverables, required documents, and service processes for agencies and professional services firms.
Ce que fait cet agent
The Client Support Agent works like a client servicing executive. Existing clients ask which documents to send for their tax filing, when the next report is due, how to share access to their accounts, or what happens next in the process. The agent answers from the firm's information and gathers details when something needs a person.
It suits CA and accounting firms, marketing agencies, law firms, HR and payroll service providers, and consultancies with ongoing clients.
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Installez The Chat Quotient, choisissez cet agent dans la bibliothèque et ajoutez les informations de votre entreprise. La configuration ne prend que quelques minutes.
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