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: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: 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] |
| INTERPERSONAL SKILLS: 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] |
| KNOWLEDGE OF JOB: 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] |
| PERSONAL GROWTH: 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] |
| CUSTOMER SERVICE: 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] |
| MEETING MANAGEMENT: 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] |
| PROCESS IMPROVEMENT: 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] |
| RESEARCH: 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] |
| DATA ENTRY: 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] |
| PRODUCT KNOWLEDGE: 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] |
Summary |
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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 |
Signatures | |
| 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: |