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: March 7, 2024
20 Reviews (83 ratings)

Reviews

5
Anonymous Author
Great examples.
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”.
5
Anonymous Author
This course did a great job showing the importance of customer service and backed it up with statistics to show its importance. The quiz and exam were fair.
4
Member's Profile
Relatable examples and concise presentation. I just wish the statistics that were verbally mentioned were also added to the PowerPoint Presentation.
4
Anonymous Author
I appreciated the overall presentation. It was a little repetitive at times, but still stressed the importance of customer service.
4
Anonymous Author
Instructor spoke in a way easier to understand and concise. Appreciated her handout very much. Something I can use at work now.
5
Member's Profile
Instructor spoke in a way easier to understand and concise. Appreciated her handout very much. Something I can use at work now.
5
Anonymous Author
Simple, easy to follow course. The pacing was just right, and the interactive elements made it easy to stay on track.
5
Anonymous Author
This course provided good framework to connect with clients and build strong relationships for client service.
5
Anonymous Author
all wording is really simple. specilly definition of "speed" and its applicable as one of fundamental.
5
Member's Profile
very well written and executed course! Will definitely help with some takeaways for my current role.
5
Member's Profile
Data presented was basic but informative. I plan to go through it with my staff.
5
Anonymous Author
Great examples and easy to follow. Liked the pace. It is recommended to others.
5
Anonymous Author
This course provided a strong foundation for handling client communications.
4
Member's Profile
5 client service fundamentals are good things to remember for the long term
5
Anonymous Author
This course provided a strong foundation for handling client communications
5
Member's Profile
Great course, provides some great tips and reminders for client service.
5
Member's Profile
Client service is essential in my firm, thank you for the great course.
3
Anonymous Author
This course offers good reminders how to interact with clients
5
Anonymous Author
The material was presented clearly and in a succinct manner.
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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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction and Objectives for Delivering Exceptional Client Service1:44
  Impact of Client Service7:24
  Developing Relationships5:39
  Communication3:57
  Anticipate Needs2:59
  Fix Mistakes2:51
  Going the Extra Mile3:21
  Executing Client Service7:21
  Wrap Up1:29
CONTINUOUS PLAY
  Delivering Exceptional Client Service36:45
SUPPORTING MATERIAL
  Slides: Delivering Exceptional Client ServicePDF
  Delivering Exceptional Client Service Glossary/ IndexPDF
  Workbook: Delivering Exceptional Client ServicePDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam