Client care Flashcards
1
Q
what is your employer’s client care policy?
A
- always act professionally
- keeping the client’s business confidential
- being transparent about our fees
- deal with any questions promptly
2
Q
what is the plan that you would normally do when setting up a new fund valuation?
A
- I will create a tracker in an excel, which shows all assets including their details such as countries, property type and etc. and then discuss it with the client to set up a timeline for the valuation and ensured that I am able to deliver the reports in a timely manner and confirm everything with the client regarding the valuation process.
- i maintain communication with the client as well to discuss about the valuation.
3
Q
client care
A
= client objectives/ client needs