Client Care Flashcards

(16 cards)

1
Q

How do clients objectives differ?

A

Scope of the work
Time of the work
Quality of the work

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2
Q

What is Client Care?

A
  • Understanding what your clients objectives are
  • Providing quality and diligent services
  • Tailoring advice to your clients goals
  • Different expectatiomns from clients to build relationship
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3
Q

Provide an example of good client care.

A

My client was unfamiliar with the letting process…

…I secured further instructions from them

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4
Q

How do you deal with complaints?

A

I firstly apologise

Understand what the end goal is and why my client is upset

Try to negotiate

Sign post my client to my company’s chp if required

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5
Q

Where would your client find your CHP?

A

in the ToE

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6
Q

How would you describe a professional standard?

A

Skills, knowledge and behaviour that characterises excellent practice

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7
Q

What were your clients objectives when letting the retail unit in Swansea?

A

My client wanted to become more familiar with letting property and wanted to ensure th unit was marketed and let properly

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8
Q

For the retail unit in Pontarddulais, how did you contact your client when the borrower asked for the report?

A

I phoned my client but also emailed them to have our dicsussion and permission in writing

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9
Q

Did your client let the borrower have the report?

A

Yes

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10
Q

How do you tailor your advice?

A

In line with each of my client’s objectives

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11
Q

How does building and maintaining strong client relationships support business growth?

A

Clients can reccommend the business to other people which can win the business more clients

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12
Q

What is the importance of undertaking a conflict of interest check?

A

To ensure transparency and trust with my client, and to ensure I can provide independent advice

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13
Q

Why is effective communication important?

A

To ensure transparency, accuracy and trust

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14
Q

How do you aim to improve the service you provide to clients in the future?

A
  • I regularly seek feedback from clients
  • anonymous surveys
  • Meet with clients to improve relationships
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15
Q

Why is it important to manage expectations and maintain transparency?

A

to maintain good client relationships

to avoid disputes

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16
Q

Why is it important to remember where your duty of care lies?

A

Avoids CoI

Defines your primary responsibility