咨询服务岗位职责汇编(8篇)

岗位职责是什么

咨询服务岗位是企业与客户之间的桥梁，主要负责理解客户需求，提供专业的产品或服务建议，协助解决问题，并维护良好的客户关系。

岗位职责要求

1. 深入了解公司产品和服务，具备扎实的知识基础。

2. 具备优秀的沟通技巧，能够清晰、准确地传达信息。

3. 以客户为中心，积极主动地提供优质服务。

4. 熟练掌握客户服务流程，能高效处理客户咨询和投诉。

5. 能够在压力下保持冷静，解决问题的能力强。

6. 具备一定的分析能力，能识别和预测客户潜在需求。

7. 保持专业素养，尊重并维护公司的形象和声誉。

岗位职责描述

咨询服务岗位的工作日常包括接待来电、邮件或现场的客户咨询，解答关于产品特性、使用方法或服务流程的问题。需要对客户的需求进行深入理解，提供个性化的解决方案，确保客户满意度。此外，咨询服务人员还需定期跟踪客户反馈，及时解决可能出现的问题，以提升客户体验。在团队协作中，他们需与销售、技术等部门紧密合作，共同处理复杂问题，确保客户问题得到妥善解决。

有哪些内容

1. 客户接待与咨询：接听电话，回复邮件，面对面交流，解答客户疑问。

2. 问题诊断与解决：分析客户问题，提供有效的解决方案，必要时协调内部资源。

3. 服务跟踪与反馈：记录客户交互情况，跟踪服务效果，收集客户反馈。

4. 关系维护：建立并保持与客户的良好关系，提升客户忠诚度。

5. 内部沟通与协作：与各部门共享客户信息，共同解决复杂问题。

6. 产品知识更新：持续学习和更新产品知识，以便提供最新、最准确的信息。

7. 服务改进：根据客户反馈和市场变化，提出服务优化建议，推动服务质量提升。

咨询服务岗位的职责不仅是处理日常咨询，更是企业形象的代表，其工作质量直接影响到企业的业务发展和客户满意度。通过专业的服务，咨询服务岗位能够帮助企业在竞争激烈的市场中树立良好的口碑，实现长期的业务增长。

咨询服务岗位职责范文

第1篇 客户咨询服务岗位职责

客户咨询服务部助理业务员 上海外高桥企业发展促进中心有限公司 上海外高桥企业发展促进中心有限公司 职责描述:

1、负责客户企业的日常维护及沟通联络工作,及时掌握客户需求;

2、从事各类咨询项目的推进;

3、代办各类咨询服务;

4、完成上级布置的任务。

5、能使用一门外语与客户交流。

任职要求:

1、熟练使用word、e_cel、ppt制作等办公软件;

2、本科学历及以上;

3、英语熟练,六级以上;

4、欢迎应届毕业生投递简历。

第2篇 咨询服务专员岗位职责

并购交易服务专员-财务咨询服务部-德勤重庆全球交付中心 德勤 德勤企业咨询(上海)有限公司深圳分公司,德勤 关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.

职责描述:

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

任职要求:

• 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 咨询服务工程师岗位职责

咨询服务工程师 四川长虹佳华信息产品有限责任公司 四川长虹佳华信息产品有限责任公司,哆啦有货,长虹佳华,长虹佳华 工作职责:负责hds存储、对象、大数据等产品的技术服务,为客户的业务系统提供数据容灾、性能调优、数据迁移等专业服务

任职资格:

1、 计算机相关专业,国家重点大学本科以上学历;相同行业3年工作经验以上;

2、 熟悉windows server、ai_、linu_等操作系统的操作和;

3、 了解/熟悉sun/ibm/hp/dell等服务器的维护;

4、 理解力强,思维清晰,较强的沟通和表达能力

5、 良好的团队合作精神,能独立工作且有较强的承受能力,能接受出差和加班调休的工作要求;

6、 有hds、emc、ibm等主流存储运维经验者优先;

7、 有oracle维护经验、sap后台维护经验者优先(有相关ocp认证等优先);

8、 有大数据、对象存储维护或咨询服务经验优先。

第4篇 咨询服务经理岗位职责

经理|企业咨询服务 corporate solutions 北京高力国际物业服务有限公司 北京高力国际物业服务有限公司,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 咨询服务部经理岗位职责

企业评估及咨询服务部(高级)经理 广州仲量联行 广州仲量联行物业服务有限公司(分支机构) 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 咨询服务岗岗位职责

年金业务咨询服务支持岗 英大证券 英大证券有限责任公司,英大证券,英大 职责描述:

(1)年金相关数据收集、整理及统计分析;撰写相关分析报告。

(2)协助开展年金综合管理服务及金融产品研究工作。

(3)协助客户日常联络、沟通与维护。

(4)系统建设等其他相关工作。

任职要求:

(1)硕士研究生及以上学历,金融、经济、社会保障等相关专业,条件优秀者学历可放宽至本科。

(2)具有数据分析、研究或咨询服务相关工作经验,具有良好的书面表达、人际沟通能力。

(3)具有金融行业或社保系统从业经验者优先。

第7篇 咨询服务岗位职责

房产服务咨询 麦田房产 北京麦田房产经纪有限公司,北京麦田,北京麦田房产,北京麦田集团,麦田房产 1、任职要求

1)年龄20-35周岁;

2)大专及以上学历(退伍军人无学历要求);

3)有意愿从事房产经纪业,符合麦田文化。

2、工作内容:

1)负责房源信息维护推广,打造个人顾问式职业品牌形象;

2)为客户提供有温度的顾问式带看体验;

3)促成买卖双方交易达成,交易过程为客户提供专业的权属转移服务。

第8篇 咨询服务顾问岗位职责

咨询经理 / 高级咨询顾问 - 审计咨询服务 - 数据分析/数据挖掘 德勤 德勤企业咨询(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.