Instructor for this course
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What does client service mean to you? When 50 accountants are asked to describe what client service means to them in just one word, each person would likely offer a different answer. Client service doesn’t have just one definition. What good client service means to one person isn’t necessarily what good client service means to the next. However, everyone can agree that the key to long-lasting relationships and successful businesses is client service.

The goal of this course is to provide you the tools to provide exceptional client service to your clients from day one. We explore qualities of exceptional client service, the 5 pillars of exceptional client service, and strategies to execute exceptional client service in your role.

Course Key Concepts: Client Service, Customer Service, Exceptional Service.

Learning Objectives

  • Recognize and relate the impact of client service.
  • Identify and list the 5 fundamentals of client service.
  • Discover and relate the 5 fundamentals to current role.
  • Identify and list the 6 ways to execute exceptional client service.
  • Discover and relate client service execution to fundamentals.
Last updated/reviewed: November 29, 2021

2 Reviews (7 ratings)Reviews

4
Anonymous Author
This was a good primer for client facing members. Would’ve been better if the course included non-client facing members and the approach to their “clients”.
4
Member's Profile
5 client service fundamentals are good things to remember for the long term

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:44Introduction and Objectives for Delivering Exceptional Client Service
  7:24Impact of Client Service
  5:39Developing Relationships
  3:57Communication
  2:59Anticipate Needs
  2:51Fix Mistakes
  3:21Going the Extra Mile
  7:21Executing Client Service
  1:29Wrap Up
CONTINUOUS PLAY
  36:45Delivering Exceptional Client Service
SUPPORTING MATERIAL
  PDFSlides: Delivering Exceptional Client Service
  PDFDelivering Exceptional Client Service Glossary/ Index
  PDFWorkbook: Delivering Exceptional Client Service
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM