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Charles Shwab Case

Satisfactory Essays

Strengths: Good job reaching out to the client directly to assist and replying back to the email to confirm your communication. Inches: Strong Intro- Whenever we communicate with a Charles Schwab client. we address them formally by the last name unless we are given authorization from the client to use anything else. Moving forward address our Charles Schwab clients appropriately in our Strong Intro. Concluding the email-For Charles Schwab clients we should also use the proper email signature that contains all of the proper contact info to reach our team. We should be using this due to the guidelines set for us to provide their clients. Clear, gump, and concise- Be sure to set the proper expectations for our Charles Schwab client to

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