This past week, my rotation in Client Services came to an end. I am now starting a new rotation in the Human Resources Department assisting with the recruiting process. My four months in CST were very helpful and I learned so much from our clients. I will take the suggestions that our clients presented with me throughout my future rotations so that Equity Trust Company can continue to enhance our clients' satisfaction with our services. I thought this would be an appropriate time to recap on my experience in client services.
Throughout the first couple of months on the phone, I balanced taking incoming calls from our clients and working on projects. I would say that I spent about 70-80% of my time on the phones and the remaining time was spent working on various projects. In months three and four, I was probably on the phones about 50% of the time and worked on projects the other half of my time.
A typical call from our clients would usually be about a pending investment, how to proceed forward with an investment, questions about their account or questions about paperwork regarding an investment. Most of the answers to their questions could be found within in one of our information systems. Having this type of interaction with our clients helped me to gain information about what our company does, the types of investments our clients are pursuing and the company's internal processing of investments.
Some of the ongoing projects that Colin and I both worked on while in client services included monitoring our Facebook and Twitter pages, a process improvement project and our call volume project. I was also given numerous smaller projects from my supervisors to complete on an as needed basis.
I will miss the client services department but look forward to my new rotation. I will update this blog with my new experiences and projects as my time in Human Resources continues!
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment