Client Support Services
Current- Respond promptly and accurately to customer inquiries through phone, email, and chat.- Manage and maintain advisors' calendars efficiently.- Coordinate and schedule both virtual and in-person appointments for advisors.- Identify customer needs and assist them in utilizing specific features- Handle client queries related to cases, ensuring efficient resolution- Auto-process cases for advisors to streamline their workflow.- Engage with walk-in clients, addressing their queries and concerns.- Analyze and report product malfunctions by testing various scenarios and simulating user experiences.- Update internal databases with information on technical issues and valuable customer interactions- Monitor customer complaints on social media, proactively offering assistance- Share customer feature requests and effective solutions with the team.- Inform customers about new features and functionalities.- Follow up with customers to ensure their issues are satisfactorily resolved.- Collect and relay customer feedback to the Product, Sales, and relevant teams.