General Client Services
General Client Services is a process that involves the processing, handling and resolution of general customer inquiries (account questions, payment inquiries, product change requests, etc.). This process includes account creation or update, sales processing (coss-sell products/services when possible), billing (contracts need to be sent out and approved, billing information should be submitted to the finance team, etc.) and customer inquiry resolution (if the answer is knonw, the customer should be answered directly; otherwise research should be performed).
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