Client Care Flashcards
1
Q
What are KPIs?
A
Key Performance Indicators
Quantifiable measure of performance over time for a specific objective.
2
Q
What are your firm’s minimum standards?
A
Providing a consistent level of service
Undertaking a terms of engagement to understand the clients objectives
COI
Managing the instructions
Keeping the client informed
Confidentiality
3
Q
Examples of Client Care?
A
- Understanding client’s objectives & requirements.
- Listening to the client and seeking formal & informal feedback.
- Understanding their position and long-term goals.
- Responding quickly to queries and regular reporting systems and information/filing systems.
