Analysis of the Current and the Future Role of a Remote Client Service Advisor

Abstract

Many approaches to processes, especially those of the Client Service Advisor, has remained the same, and with a higher client book, this has resulted in a greater workload and little time left to identify sales opportunities. Additionally, client centricity through client value adding tasks cannot be realised as long as most of the time is spent for administrational tasks. The objective was to find out, how to optimize the processes to enable the Client Service Advisor to focus more on the client needs instead of administrational tasks.