Client Care - Summary of Experience Flashcards

1
Q

Why is it important to always be in contact with the client?

A

To provide a high standard of service and establish trust, which is important for client care

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2
Q

What is a complaints handling procedure?

A

Procedure that sets out how a complaint is handled and the associated time frames for handling it. This includes ADR methods

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3
Q

What is the RICS guidance on complaints handling?

A

RICS professional standard: Complaints Handling, 1st Edition July 2016

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4
Q

How would you handle a complaint given to you?

A

Would seek to resolve myself in the first instance through negotiation. If this was not possible I would refer them to a partner or the complaints handling procedure

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5
Q

What is your firms policy regarding complaints handling?

A

Includes the property redress scheme if necessary (after client and usual methods)
- Details of investigating officer (usually company secretary)
- Confirmation that complaint will be handled/resolved within 28 days

  • ADR are available in complaint can’t be resolved
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6
Q

What is client care?

A

Looking after the clients best interests and providing an appropriate service that satisfies the clients needs and achieves value for money

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7
Q

How do you ensure client care (needs and expectations are met)?

A
  • Professionalism
  • Competency
  • Punctuality
  • Trust
  • Reliability
  • Presentation
  • Regular communication
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8
Q

How do the management meetings at Croxley Park ensure client care?

A
  • Lease events reports, recommend strategies for improving assets value, which is one of their goals
  • Update them on the marketing schedule of events throughout the year
  • How to make cost savings on the service charge but also ensuring high standard of service and keeping strong L and T relationship
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9
Q

How did you ensure client care with the CCTV implementation at Merton Road?

A

I acted quickly and ensured I received quotes from reliable contractors swiftly.

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10
Q

How did the prepared report at Croxley Park meet your clients needs?

A
  • Presented well, which was also provided in a professional format
  • It is a reliable report, based on updated information from management platforms such as TRAMPS
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11
Q

Can you identify a client?

A
  • Landlord
  • Asset manager
  • Third parties
  • Colleagues
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12
Q

How do you understand the business objectives of your client?

A
  • Ask questions and listen to the client
  • Understand the client brief
  • Speak to client and establish their needs direct
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13
Q

Please can you give a negligence case law example?

A

Donoghue v Stevenson 1932
- Ice cream and snail incident
RULE: You must take reasonable care to avoid acts or omissions which you can reasonably foresee would be likely to injure your neighbour

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14
Q

When should you decline a new instruction of work from a client?

A
  • Conflict of interest
  • Competency
  • If it is illegal
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15
Q

Why is client care important in your firm?

A

To ensure strong relationships that end up growing the business as we take on more instructions

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16
Q

How would you calculate a fee proposal?

A

Review the work involved and time and resources required to undertake the work - Use an hourly rate

17
Q

What are your clients rent KPIs at Croxley Park?

A

Mainly relating to rent:
- 90% Q Day
- 95% 14 days
- 98% 28 days

Also service charge:
- Draft budgets within 3 months - Due to high budgets

18
Q

How do you establish trust with your clients?

A

Be:
- Transparent
- Honest
- Professional
- High standard of service
- Act in best interest of the client

19
Q

What is a client brief?

A

Formal statement of objectives and requirements

20
Q

How do you achieve your KPIs?

A
  • Maintain good landlord and tenant relationship
  • Have processes in place to chase debts and pre-chase charges before becoming due
21
Q

What is client empathy?

A

Understanding the needs of your Client and delivering value for money above and beyond their expectations

22
Q

Is RICS Complaints Handling a professional standard or a guidance note?

A

It was reissued as a Professional Standard in October 2023