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Client Services is responsible for establishing, maintaining, and building client relationships.
Understand customer problems by greeting and interviewing through telephone and email.
Resolve problems by providing information and guiding clients through corrective steps.
Educate customers and provide relevant information about products and services.
Avoid legal challenges by adhering to product usage guidelines and instructions.
Improve product performance by identifying persistent problems and recommending changes.
Keep records of customer interactions or transactions by recording details of inquiries, complaints and comments.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Prepare invoices for products and services.
Complete contract forms, prepare change of address records, or issue service orders.
Solicit sales of new or additional services or products.
Recommend improvements in products, packaging, service and billing methods and procedures.
Production of correspondences and documents, as well as presentations, records, spreadsheets and databases.
Attending meetings, taking minutes and keeping notes.
Ordering and maintaining stationery and equipment supplies.
Sorting and distributing incoming post, and also organizing and sending outgoing post.
Liaising with colleagues and external contacts based on instructions.
Filing of documents.
Screening telephone calls, enquiries and requests.
Interfacing with visitors across all levels of seniority or importance.
Organising and maintaining diaries and booking appointments and meetings.
Dealing with incoming email, faxes and post. Often corresponding on behalf of the company.
Taking dictation and minutes during meetings.
Liaising with clients, suppliers and other staff.
Coordinating secretarial and admin activities.
Carrying out ad hoc projects and research, and managing accounts and budgets on a case by case basis.