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BENEFITS OF DOCUMENT

Address issues where client care breaks down and take immediate action to resolve situations.
Consistently communicate and enforce client care standards.
Track and address when metrics are not met in a timely fashion to reduce impacts on clients.

DOCUMENT DESCRIPTION

This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following:

* Calendar Management
* Interaction Preparation (Case Work/Financial Plan)
* Client Interaction (Meeting, Call, Web-Enabled Session)
* Interaction Outcomes Review
* Business Processing and Tracking

Numerous specific actions are provided for monitoring and managing outcomes, particularly as they relate to tasks directly impacting clients. The intents are to establish a culture of quality and offer specific guidance for continuous improvement.

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Source: FAS Client Care Process Standards and Quality Metrics PDF document

This document is available as part of the following discount bundle(s):

Financial Advising Services (FAS) Performance Management Bundle

FAS Client Care Process Standards and Quality Metrics

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)

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This business document is categorized under the function(s):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 452.7 KB

Number of Pages: 14

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 23, 2020
Most recent version published: Mar 24, 2020

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