Client care Flashcards

1
Q

what is your employer’s client care policy?

A
  1. always act professionally
  2. keeping the client’s business confidential
  3. being transparent about our fees
  4. deal with any questions promptly
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2
Q

what is the plan that you would normally do when setting up a new fund valuation?

A
  1. 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.
  2. i maintain communication with the client as well to discuss about the valuation.
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3
Q

client care

A

= client objectives/ client needs

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