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9 Questions

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Customer Custodial Account Quiz

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Questions and Answers

Which of the following actions should you take if there is a question about the customer's current custodial account?

Ask the customer for more information

Provide your own interpretation of the information

Ignore the question

Confirm information provided by the customer (correct)

What is the recommended course of action if you need clarification or direction regarding the customer's current custodial account?

Consult the customer's financial advisor

Ignore the issue

Contact the customer's previous custodial representative

Ask the customer for clarification or direction (correct)

What should you do if you are unsure about the accuracy of the information provided by the customer regarding their custodial account?

Make assumptions and proceed with the information given

Contact the customer's financial advisor

Ask the customer for more information (correct)

Ignore the issue

Which of the following actions should you take if the customer asks for clarification or direction regarding their custodial account?

Direct them to the custodial representative Signup and view all the answers

What should you do if the customer asks about alternative options to accomplish their stated objective?

Provide them with multiple options Signup and view all the answers

What is the recommended course of action if you are unsure about the accuracy of the information provided by the customer regarding their custodial account?

Confirm the information with the custodial representative Signup and view all the answers

Which of the following is the recommended approach when completing forms for customers?

Confirm information and ask the customer to confirm their intention Signup and view all the answers

What should you do if the forms ask to close accounts?

Confirm the customer's intention to close the accounts Signup and view all the answers

What is the recommended approach when a customer asks for guidance/advice regarding their custodial account?