Customer Service Executive Onboarding Plan

Important Note: It is important that the Customer Service Executive reviews our Customer Process Document, as this will guide everyday tasks. Understanding this document is essential for performing the role effectively, as it outlines our key processes and templates. Please also read through our main clients subscription packages, to understand. Main Client Subscriptions: Private Equity [...]

By |2025-03-04T16:55:35+00:00March 3rd, 2025|Uncategorized|0 Comments

Reporting Instructions: Customer Service

Instructions for Weekly Customer Service Report Submission Customer service agents are required to complete and submit this report weekly to ensure consistent tracking of performance, issues, and successes. Please follow the outlined sections and provide the required details accurately. Deadline for Submission: every Saturday by 10 AM (UK) Submit to: Click here to submit report [...]

By |2025-01-17T06:24:22+00:00January 17th, 2025|Uncategorized|0 Comments