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Our Blog May 9, 2023

12 Client Servicing Essentials You Must Know

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1.Gaining a solid understanding of the industry:

Researching the field before taking on the position is crucial because you can run into clients who are difficult to manage. Understanding the market well will be a tremendous help in better comprehending the client’s requirements. This won’t happen overnight either; instead, as you take on more clients and projects over time, your knowledge base will grow, giving you the ability to give the clients advice that will be helpful. This will help you gain the respect and trust of your clientele, directly or indirectly.

2. Make a list of your objectives:

 It is crucial that you write down and have close at hand your professional objectives. This will make it easier for you to keep track of your development and where you are in your career’s learning curve. As you handle several accounts and gain more experience, this list should gradually start to include more additions. Your decisions and actions in business will assist you in achieving one or more of your mentioned objectives. With the aid of this list, you can make sure that you are aware of both the responsibilities and expectations of your position.

3. Listen well: 

In your day-to-day work as a client service expert, you’ll engage with several internal and external clients. Being a good listener is a vital talent that you must master. You will always be one step ahead of the competition when it comes to servicing if you listen well, answer promptly, and provide the appropriate solution. You risk annoying your client and losing trust and respect if you don’t listen well. Being a good listener is crucial for taking a solution-focused approach to any challenging circumstances or issues.

4. Recognise that it is a leadership position:

You should always consider client servicing to be a leadership position in which you are in charge of ensuring that everything runs well to satisfy the needs of the client. There will always be a need for several interactions across departments, and during that process, your team members will constantly come to you for advice or directions on how to carry out the responsibilities. You must make sure that everything has a planned strategy when you collaborate internally with various teams on your project in order to meet customer demands on time.

5. Always be prepared to perform outside of your comfort zone:

Leaders always push themselves outside of their comfort zones because that is what they do in real life. Every account you manage has a specific set of difficulties that must be addressed in a particular way. While managing your accounts, you must be mentally prepared for a variety of professional obstacles. You will be expected to have a flexible disposition that allows you to handle various scenarios at all times.

6. Solution-centric approach: 

Providing solutions to client briefs is not your only responsibility; you also need to hone your ability to approach every circumstance with a solution-centric mindset. Before things escalate into complaints, you should always provide a solution to difficult issues. Adopting this strategy will help you establish a reputation as a dependable partner with your client.

7. Organisation is key: 

A complex function like client servicing requires the servicing manager to be more organised because it involves dealing with several stakeholders, clients, handling communications on various fronts, managing finances, etc. Not only will having more clarity benefit you, but possessing this management talent will also make you a better planner and task executor. While working on numerous other tasks, there will always be a lot of dates and deadlines that you need to remember. You will always be one step ahead of the competition if you are a competent organiser.

8.Developing strategic thinking:

In order to be a competent Account manager, you must gradually improve your strategic thinking skills and learn to view situations from a commercial perspective. The best course of action for career advancement is participating as a strategist in addition to operating from a practical standpoint and carrying out tasks. To identify a solution to an issue, this may entail conducting extensive market research or applying various matrix models. Gaining a deeper grasp of how and where you can provide value to meet your client’s objectives will be made easier with the support of a strategic mentality.

9. Evolve Agency Client

As a brand custodian, you must strive to maintain performance and satisfy the goals of your clients and brands through long-term client-agency relationships. Always strive to gain the client’s trust so that, over time, they will view you as a partner. You will see additional business opportunities opening up for you as you gain the client’s trust over time.

9. A customer of Evolve Agency:

As a brand custodian, you must strive to maintain performance and satisfy the goals of your clients and brands through long-term client-agency relationships. Always strive to gain the client’s trust so that, over time, they will view you as a partner. You will see additional business opportunities opening up for you as you gain the client’s trust over time.

10. Setting realistic expectations:

Setting realistic critical when managing several clients and projects since timeframes cannot be compromised. Being organised and setting realistic expectations with all key stakeholders is essential. The trustworthiness of the agency is also influenced by the standards you set. Only realistically attainable expectations should be set with the clients; there shouldn’t be any overpromising.

11. Teamwork always puts you ahead:

It’s important to remember that, even though client servicing is a leadership position, the agency’s success is always driven by the team as a whole. Your team puts in a lot of time and effort in response to your instructions and briefs, and this should constantly be acknowledged. Your team’s success is inextricably related to your own, so you must share with them any positive comments or compliments you receive from clients. This will help them feel more connected to you and inspired to complete the duties.

12. Balancing is an art: 

Using your organising skills should not only be relevant to operate more effectively in your professional area, but also to protect time and balance it between work obligations, personal obligations, leisure activities, and sleep. It’s crucial to carefully keep to your client-serving job while maintaining a healthy work-life balance. Only when you live and maintain a healthy lifestyle alongside it can you benefit from professional growth.

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