Customer Service Student Tasks

Administrative Duties

• Client Communication: Preparing basic client emails, letters, and digital communications, using simple AI tools for email drafts or auto-replies to common customer questions.

• Document Filing & Sorting: Sorting, distributing, and filing physical and digital mail, assisted by basic document scanning and sorting software to improve efficiency.

• Phone & Virtual Reception: Answering calls, directing inquiries, and assisting with virtual receptionist duties through basic phone systems and online scheduling tools.

• Template Creation: Creating communication templates for client correspondence with support from AI tools for suggestions on language and formatting.

• Mail & Document Management: Scanning and organizing documents using digital management systems that assist in tagging and categorizing files for easy retrieval.

• Basic Accounting Support: Producing receipts for checks and organizing ledgers using simple accounting software, with some automated checks to identify discrepancies.

• Data Entry & CRM System: Updating customer account information and payments in basic CRM systems, assisted by AI tools that help auto-complete fields or identify missing data.

• Event Support: Assisting with the preparation of gift bags and marketing materials for corporate events, and preparing basic event registration systems, especially for virtual events.

• Inventory & Restocking: Restocking shelves or organizing product displays, with help from simple inventory management software that tracks stock levels.

Data Management

• Spreadsheet Maintenance: Assisting with Excel spreadsheets for tracking matching gift programs and financial records, using templates that include basic AI-driven formulas for calculations.

• Document Uploading: Uploading scanned invoices and client information into CRM systems, using basic AI tools that categorize and file documents efficiently.

• Incident & Credit Reporting: Documenting incident reports and updating client files in Excel, aided by simple AI tools that help track trends in customer interactions.

• Data Entry Support: Assisting with insurance-related documentation using data entry tools that extract basic information from scanned documents.

• Client Information Confirmation: Using automated phone systems or simple AI tools to assist with confirming and updating client information.

Companies with Saint Martin students in Customer Service: