咨詢服務(wù)崗位職責(zé)匯編(8篇)

崗位職責(zé)是什么

咨詢服務(wù)崗位是企業(yè)與客戶之間的橋梁，主要負(fù)責(zé)理解客戶需求，提供專業(yè)的產(chǎn)品或服務(wù)建議，協(xié)助解決問(wèn)題，并維護(hù)良好的客戶關(guān)系。

崗位職責(zé)要求

1. 深入了解公司產(chǎn)品和服務(wù)，具備扎實(shí)的知識(shí)基礎(chǔ)。

2. 具備優(yōu)秀的溝通技巧，能夠清晰、準(zhǔn)確地傳達(dá)信息。

3. 以客戶為中心，積極主動(dòng)地提供優(yōu)質(zhì)服務(wù)。

4. 熟練掌握客戶服務(wù)流程，能高效處理客戶咨詢和投訴。

5. 能夠在壓力下保持冷靜，解決問(wèn)題的能力強(qiáng)。

6. 具備一定的分析能力，能識(shí)別和預(yù)測(cè)客戶潛在需求。

7. 保持專業(yè)素養(yǎng)，尊重并維護(hù)公司的形象和聲譽(yù)。

崗位職責(zé)描述

咨詢服務(wù)崗位的工作日常包括接待來(lái)電、郵件或現(xiàn)場(chǎng)的客戶咨詢，解答關(guān)于產(chǎn)品特性、使用方法或服務(wù)流程的問(wèn)題。需要對(duì)客戶的需求進(jìn)行深入理解，提供個(gè)性化的解決方案，確?？蛻魸M意度。此外，咨詢服務(wù)人員還需定期跟蹤客戶反饋，及時(shí)解決可能出現(xiàn)的問(wèn)題，以提升客戶體驗(yàn)。在團(tuán)隊(duì)協(xié)作中，他們需與銷(xiāo)售、技術(shù)等部門(mén)緊密合作，共同處理復(fù)雜問(wèn)題，確?？蛻魡?wèn)題得到妥善解決。

有哪些內(nèi)容

1. 客戶接待與咨詢：接聽(tīng)電話，回復(fù)郵件，面對(duì)面交流，解答客戶疑問(wèn)。

2. 問(wèn)題診斷與解決：分析客戶問(wèn)題，提供有效的解決方案，必要時(shí)協(xié)調(diào)內(nèi)部資源。

3. 服務(wù)跟蹤與反饋：記錄客戶交互情況，跟蹤服務(wù)效果，收集客戶反饋。

4. 關(guān)系維護(hù)：建立并保持與客戶的良好關(guān)系，提升客戶忠誠(chéng)度。

5. 內(nèi)部溝通與協(xié)作：與各部門(mén)共享客戶信息，共同解決復(fù)雜問(wèn)題。

6. 產(chǎn)品知識(shí)更新：持續(xù)學(xué)習(xí)和更新產(chǎn)品知識(shí)，以便提供最新、最準(zhǔn)確的信息。

7. 服務(wù)改進(jìn)：根據(jù)客戶反饋和市場(chǎng)變化，提出服務(wù)優(yōu)化建議，推動(dòng)服務(wù)質(zhì)量提升。

咨詢服務(wù)崗位的職責(zé)不僅是處理日常咨詢，更是企業(yè)形象的代表，其工作質(zhì)量直接影響到企業(yè)的業(yè)務(wù)發(fā)展和客戶滿意度。通過(guò)專業(yè)的服務(wù)，咨詢服務(wù)崗位能夠幫助企業(yè)在競(jìng)爭(zhēng)激烈的市場(chǎng)中樹(shù)立良好的口碑，實(shí)現(xiàn)長(zhǎng)期的業(yè)務(wù)增長(zhǎng)。

咨詢服務(wù)崗位職責(zé)范文

第1篇 客戶咨詢服務(wù)崗位職責(zé)

客戶咨詢服務(wù)部助理業(yè)務(wù)員 上海外高橋企業(yè)發(fā)展促進(jìn)中心有限公司 上海外高橋企業(yè)發(fā)展促進(jìn)中心有限公司 職責(zé)描述:

1、負(fù)責(zé)客戶企業(yè)的日常維護(hù)及溝通聯(lián)絡(luò)工作,及時(shí)掌握客戶需求;

2、從事各類(lèi)咨詢項(xiàng)目的推進(jìn);

3、代辦各類(lèi)咨詢服務(wù);

4、完成上級(jí)布置的任務(wù)。

5、能使用一門(mén)外語(yǔ)與客戶交流。

任職要求:

1、熟練使用word、e_cel、ppt制作等辦公軟件;

2、本科學(xué)歷及以上;

3、英語(yǔ)熟練,六級(jí)以上;

4、歡迎應(yīng)屆畢業(yè)生投遞簡(jiǎn)歷。

第2篇 咨詢服務(wù)專員崗位職責(zé)

并購(gòu)交易服務(wù)專員-財(cái)務(wù)咨詢服務(wù)部-德勤重慶全球交付中心 德勤 德勤企業(yè)咨詢(上海)有限公司深圳分公司,德勤 關(guān)于德勤全球交付中心

the global delivery center (gdc) is an important strategic initiative for deloitte china. the gdc will play a critical role in enhancing the delivery capability of deloitte through centralization of delivery processes, and development of processes and scalable service offerings.

職責(zé)描述:

the financial advisory (fa) function is looking to recruit 2 assistant associate to join the gdc, and help build up its capabilities related to m&a transaction services. key responsibilities include:

? analysis

- provide assistance to m&a transaction service team in data book preparation.

- provide assistance in preparing contract summary

- reconcile subsidiary ledger/account items with general ledger/trial balance

? research & other ad-hoc activities

- writing up summary documenting the information obtained during the research process

- maintaining and updating proprietary databases

- support managers and service line coaches in practice development initiatives include but not limited to

o design of tools and templates for project delivery

o design of internal management processes

o development of training material

任職要求:

? analytical capability with logical thinking and good communication skills

? self-starter, willing to solve challenges and work under pressure,

? strong sense of confidentiality and attention to details

? be a team player committed to maintaining the high level of integrity and to quality client service

? proficiency in e_cel, word, and powerpoint

? cet-4 or above, or equivalent qualification

? internship or employment e_perience with other big 4/consulting / advisory firms /research institutes, , or other business organizations preferred;

? a university degree or equivalent – accounting/ finance /economic law related background preferable

第3篇 咨詢服務(wù)工程師崗位職責(zé)

咨詢服務(wù)工程師 四川長(zhǎng)虹佳華信息產(chǎn)品有限責(zé)任公司 四川長(zhǎng)虹佳華信息產(chǎn)品有限責(zé)任公司,哆啦有貨,長(zhǎng)虹佳華,長(zhǎng)虹佳華 工作職責(zé):負(fù)責(zé)hds存儲(chǔ)、對(duì)象、大數(shù)據(jù)等產(chǎn)品的技術(shù)服務(wù),為客戶的業(yè)務(wù)系統(tǒng)提供數(shù)據(jù)容災(zāi)、性能調(diào)優(yōu)、數(shù)據(jù)遷移等專業(yè)服務(wù)

任職資格:

1、 計(jì)算機(jī)相關(guān)專業(yè),國(guó)家重點(diǎn)大學(xué)本科以上學(xué)歷;相同行業(yè)3年工作經(jīng)驗(yàn)以上;

2、 熟悉windows server、ai_、linu_等操作系統(tǒng)的操作和;

3、 了解/熟悉sun/ibm/hp/dell等服務(wù)器的維護(hù);

4、 理解力強(qiáng),思維清晰,較強(qiáng)的溝通和表達(dá)能力

5、 良好的團(tuán)隊(duì)合作精神,能獨(dú)立工作且有較強(qiáng)的承受能力,能接受出差和加班調(diào)休的工作要求;

6、 有hds、emc、ibm等主流存儲(chǔ)運(yùn)維經(jīng)驗(yàn)者優(yōu)先;

7、 有oracle維護(hù)經(jīng)驗(yàn)、sap后臺(tái)維護(hù)經(jīng)驗(yàn)者優(yōu)先(有相關(guān)ocp認(rèn)證等優(yōu)先);

8、 有大數(shù)據(jù)、對(duì)象存儲(chǔ)維護(hù)或咨詢服務(wù)經(jīng)驗(yàn)優(yōu)先。

第4篇 咨詢服務(wù)經(jīng)理崗位職責(zé)

經(jīng)理|企業(yè)咨詢服務(wù) corporate solutions 北京高力國(guó)際物業(yè)服務(wù)有限公司 北京高力國(guó)際物業(yè)服務(wù)有限公司,高力 main responsibilities

- assist account director in managing all aspects of client real estate assignments, including review material specifications and liaison with client and internal services lines to push for on-going projects

- review portfolio analysis and tactical recommendations to support client decision making and the advancement of strategic real estate directives; organize the preparation and production of customized, client specific property information packages

- review supporting documentation to coordinate with brokers and different service lines in greater china region

- coordinate comple_ on/offsite meetings with client

- generate property portfolio real estate reports

- generate standard and ad hoc reports as required by account director and client

- based in client office to track project status and handle & tackle issues during the project e_ecution. liaison with client internal end users on the problem solving

- assist account director in managing all aspects of new client assimilation and portfolio due diligence process

- attend client status meetings and client prospecting presentations

- other duties may be assigned.

requirements & qualifications

- bachelor degree in real estate or equivalent courses. around 8 years real estate firm e_perience is preferred, or equivalent from 3-year college required with 8-10 years’ relevant e_perience providing client services to multiple or team of professionals;

- ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. ability to write routine reports and correspondence. ability to respond to common inquiries from clients, coworkers and/or supervisor. ability to effectively present information to an internal department and/or large groups of employees.

- requires knowledge and acumen of financial terms and principles. ability to identify business opportunities from intermediate figures

- ability to comprehend, analyze, and interpret documents. ability to solve problems involving several options in situations.

- strong communication capability in corporate real estate aspect and people management in different markets in china

- confidence in client facing and strong presentation skills

- e_cellent written and verbal english and chinese. advanced skills with microsoft office suite (including powerpoint, e_cel, word, internet research and ability to manipulate basic templates in power point).

- result oriented.

第5篇 咨詢服務(wù)部經(jīng)理崗位職責(zé)

企業(yè)評(píng)估及咨詢服務(wù)部(高級(jí))經(jīng)理 廣州仲量聯(lián)行 廣州仲量聯(lián)行物業(yè)服務(wù)有限公司(分支機(jī)構(gòu)) whats your ambition? is it a big goal or small steps? professional or personal? wed like to know because at jll, we make your ambitions our business.

and if you have ambitions in real-estate property evaluation, join us to be inspired by the best.

what this job involves:

- develop the business of the professional services of jll related to capital market and investment market in china and overseas markets

- leverage the professional accounting and financial knowledge to build up and strengthen the connections with the professional parties in accounting firms, investment banks and professional communities

- frequently participate in seminars or conferences in capital market, investment market and professional communities

- work with the team to e_ecute mandates through market study, financial analysis, modelling, valuation and report preparation

- manage the projects with clients and e_ternal professional parties

- provide direction and review analysts’ output for the mandates

- keep up to date with market developments and the regulatory environment

sound like the job you’re looking for? before you apply, its also worth knowing what we are looking for:

- accounting firms’ qualified professional accountants / auditors / certified public accountant (cpa); familiar with ifrs or us gaap or prc accounting standards

- have the desire to further develop his or her career in capital market, investment market and business development areas

- good self-initiatives and outgoing marketing attitudes

- can perform market study and company financial analysis with the team

- a record of professional e_perience in accounting or financial sectors

- cpa holder (if has cfa or other financial background is a plus)

- good communication skill and teamwork e_perience, required for frequent collaboration with colleagues and a wide range e_ternal professional parties

- good time management / organisational skills and resilience needed to attend to varying workloads with tight deadlines

- keen initiative and sense of accountability towards their work

- proficient in written and spoken english / mandarin

- willing to travel in china and overseas

what you can e_pect from us

youll join an entrepreneurial, inclusive culture. one where we succeed together – across the desk and around the globe. where like-minded people work naturally together to achieve great things.

keep your ambitions in sight and imagine where jll can take you...

apply today!

第6篇 咨詢服務(wù)崗崗位職責(zé)

年金業(yè)務(wù)咨詢服務(wù)支持崗 英大證券 英大證券有限責(zé)任公司,英大證券,英大 職責(zé)描述:

(1)年金相關(guān)數(shù)據(jù)收集、整理及統(tǒng)計(jì)分析;撰寫(xiě)相關(guān)分析報(bào)告。

(2)協(xié)助開(kāi)展年金綜合管理服務(wù)及金融產(chǎn)品研究工作。

(3)協(xié)助客戶日常聯(lián)絡(luò)、溝通與維護(hù)。

(4)系統(tǒng)建設(shè)等其他相關(guān)工作。

任職要求:

(1)碩士研究生及以上學(xué)歷,金融、經(jīng)濟(jì)、社會(huì)保障等相關(guān)專業(yè),條件優(yōu)秀者學(xué)歷可放寬至本科。

(2)具有數(shù)據(jù)分析、研究或咨詢服務(wù)相關(guān)工作經(jīng)驗(yàn),具有良好的書(shū)面表達(dá)、人際溝通能力。

(3)具有金融行業(yè)或社保系統(tǒng)從業(yè)經(jīng)驗(yàn)者優(yōu)先。

第7篇 咨詢服務(wù)崗位職責(zé)

房產(chǎn)服務(wù)咨詢 麥田房產(chǎn) 北京麥田房產(chǎn)經(jīng)紀(jì)有限公司,北京麥田,北京麥田房產(chǎn),北京麥田集團(tuán),麥田房產(chǎn) 1、任職要求

1)年齡20-35周歲;

2)大專及以上學(xué)歷(退伍軍人無(wú)學(xué)歷要求);

3)有意愿從事房產(chǎn)經(jīng)紀(jì)業(yè),符合麥田文化。

2、工作內(nèi)容:

1)負(fù)責(zé)房源信息維護(hù)推廣,打造個(gè)人顧問(wèn)式職業(yè)品牌形象;

2)為客戶提供有溫度的顧問(wèn)式帶看體驗(yàn);

3)促成買(mǎi)賣(mài)雙方交易達(dá)成,交易過(guò)程為客戶提供專業(yè)的權(quán)屬轉(zhuǎn)移服務(wù)。

第8篇 咨詢服務(wù)顧問(wèn)崗位職責(zé)

咨詢經(jīng)理 / 高級(jí)咨詢顧問(wèn) - 審計(jì)咨詢服務(wù) - 數(shù)據(jù)分析/數(shù)據(jù)挖掘 德勤 德勤企業(yè)咨詢(上海)有限公司深圳分公司,德勤 responsibility:

1. research the usage of statistic technology, data mining and machine learning on risk management

2. deliver data analytics advisory or audit support jobs

3. develop and verify risk management model

4. data preprocessing and data analysis, e_tract the distribution characteristics

5. prepare related documents and analysis reports

requirements (for senior):

1. bachelor degree or above in finance, mathematics, computer science or related subjects

2. at least 3 years’ work e_perience in financial risk management or consulting service on risk management.

3. at least 2 years’ e_perience on credit risk rating system or development of risk model

4. at least 2 years’ e_perience on r/python/sas

5. cfa/frm is a plus.