KC CONSULTINGS
1 year ago
Agent.e Service Client
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Company information
- Company
- KC CONSULTINGS
- Location
- Canada, Ontario, Ottawa region, Ottawa, Centre Town Canada
- Posted
- 1 year ago
Job description
Be the first point of contact: respond to calls, emails, and chat, with courtesy and clarity. Create, assign, and track client requests until resolution Plan planning appointments and coordinate with preparers (T1/T2125/T2). Update the CRM: customer files, history, notes, statuses. Relaunch clients for missing documents and ensure completion of files. Conduct follow-ups after service (email/call), launch short satisfaction surveys…
Required skills
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