Epstein Index›Documents›EFTA01194363
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01194363: Client and Treat (DS9)

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A performance evaluation or competency assessment document that references client service standards and expectations. The document includes criteria for treating clients with integrity, protecting confidential information, prioritizing client needs, and balancing individual client requests. It uses a rating scale (2=Below Expectations, 1=Not Meeting Expectations, N/A=Not Applicable) to assess teamwork and client-focused competencies.

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PersonKeyword
Excerpt 1
of Continuous Improvement Integrity Considers Ethical Aspects of Actions Respects and Protects Confidential Information Honest and Trusted by Others **Client**
Excerpt 2
Focus Makes fulfilling Client's needs a Priority Takes Responsibility for Solving **Client** issues Balances individual **Client** requests and needs with those
Excerpt 3
Expectations; 2=Below Expectations 1=Not Meeting Expectations; N/A=Not Applicable for Position Competency & Performance Rating Comments Expectation Teamwork **Treat**

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