Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a client service associate.

A Client Service Associate is responsible for maintaining customer relationships by responding to inquiries and documenting actions.

The primary obligations of this position are preparing for customer inquiries by studying products, services and customer services processes, accomplishing client service and organization mission by completing related results as required, updating job knowledge by participating in educational opportunities, responding to the client's enquiries by understanding inquiry, reviewing previous inquiries and responses, gathering and studying information, assembling and forwarding information, confirming customer's understanding of information and answer, improving quality service by recommending improved processes, identifying new product and service applications, contacting clients to discuss their accounts with them and answer questions or arrange meetings.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Give customers timely and constructive advice to help them make the right decision.

Prioritize your workload effectively depending on the needs of customers.

[employee comments goal]

Always aim to develop and maintain strong and positive relationships with other people.

Learn to assess and manage potential conflicts at a personal and group level.

[employee comments goal]

Pay attention to detail in order to avoid missing important points or steps when performing a task or accomplishing goals

Identify adjustments in one's area of responsibility and set priorities accordingly

[employee comments goal]

Choose to be an active part of the growing company

Be accountable to the management and showcase your daily or weekly achievement

[employee comments goal]

Learn to maintain self-control when dealing with customers who are objecting

Share resources and information readily and make sure customers feel that you are on their side

[employee comments goal]

Start and end meetings on time and encourage all participants to show up for all meetings on time

Assign clear roles to all participants and put extra effort in making notes during a meeting

[employee comments goal]

Integrate parallel processing techniques to ensure that related processes can run simultaneously to improve efficiency

Set clear objectives when initiating process improvement efforts and always identify processes that fall within the context of business goals

[employee comments goal]

Learn to break bigger issues into smaller manageable parts when handling complex research situations

Learn to draw conclusions from scientific analyses or arguments and constantly make predictions from experimental data

[employee comments goal]

Put extra effort in doing similar tasks repeatedly for long periods of time

Learn more about data confidentiality and put more effort to improve knowledge in privacy issues

[employee comments goal]

Shows little willingness to understand industry trends, terminologies, and concepts surrounding a product

Learn to communicate information about products clearly and in a simple language

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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