Client Care L1 Flashcards

1
Q

Tell about why it is important to develop long-term client relationships.

A

It is important to develop long-term client relationships because

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2
Q

Tell me about the different stakeholders you have come across in your role.

A

Different stakeholders I have encountered include

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3
Q

Tell me about how you have tailored your client care to one of these stakeholders.

A

I have

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4
Q

Why is it important to you to set objectives?

A

Objectives are important to measure progress and enable business goals to be reached.

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5
Q

Tell me about your duty of care towards your clients.

A

My duty of care towards clients

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6
Q

Explain use of your firm’s CRM to facilitate client care.

A

My firm’s CRM

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