Client Service Standards

Service is of utmost importance to James.  Here are some of the most important service standards to him:

  1. Be as available as practical for meetings, calls, inquiries or needs, no matter the day or the hour.

  2. Answer all communications as soon as realistically possible, but in any case, on the day received.

  3. Communicate realistic deadlines for all commitments .

  4. If Immediately inform the client and all interested persons if a deadline cannot be met, explain the reason(s), and set a new realistic deadline.

  5. Communicate clearly and often.  Keep all parties informed and involved at every step along the way. Check with them regularly.

  6. Be punctual for all meetings, calls, and other commitments; if that is not possible, alert others as soon as possible.

    1. Listen, pay attention and learn. I do not learn by talking.

    2. Remember often that I sometimes hold my client’s future and wellbeing in my hands---act accordingly.

    3. Realize that others will make mistakes. Treat the mistakes of others with courtesy and care.

    4. Remember that I am the representative of my client. Therefore, act with others professionally and courteously at all times in order to reflect well on my client.

    5. Treat each person whether friend or foe with the utmost respect and good manners.

    6. Put myself in the shoes of those with whom my professional objectives or my affections are not aligned.

    7. Show no bias of any kind. Let no bias affect my judgment or my actions.

    8. Be grateful at all times for the work that I have been given and the trust and confidence that have been placed in me. Communicate that gratitude to my clients. Continue to realize that it is a gift and a privilege to do the work that I do for the people with whom I work.