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7 Ways to Improve Financial Customer Services

CSM Magazine

Thanks to the technological revolution, customer service has become a key factor which distinguishes companies in the financial services and insurance (FSI) industry. Here are some ways the financial sector can measure their customer service, identify gaps and take steps to improve the customer experience (CX).

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Ten Examples of Client-Facing Roles

CSM Magazine

From customer service agents to sales professionals, there are many types of client-facing roles in the workforce. These roles involve interacting directly with customers or clients to provide advice and assistance. Below are 10 examples of client-facing roles that exist in various industries.

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Service Untitled» Blog Archive » Working on customer service skills

Service Untitled

Service Untitled The blog about customer service and the customer service experience. The customer service representative standing at the kiosk in the lobby of the bank had been speaking to a customer about a “Power of Attorney&# and its relevance to her aged parent.

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The Roles and Responsibilities of a Customer Trainer (and 7 Essential Hiring Tips)

SmartKarrot

Customer trainers educate customer success managers and customer service representatives. If you want to be a customer trainer, you must know the roles, responsibilities, and duties. Who is a Customer Trainer? The goal is to ensure customer service experts learn about the industry, niche, and product.

Tips 10
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The Complete Customer Service Training Guide

ProProfs Chat

Did you know that 56% of people around the globe believe that companies need to take action on feedback provided by their customers? Well, customer feedback is exactly what’s going to help your business improve its customer service process efficiently. Helps operators to learn at their own pace.