Guide to Processing Client Refunds

Guide to Processing Client Refunds

Processing refunds efficiently is key to maintaining client trust and financial integrity. Here's how to manage refunds at JLL:

Refund Eligibility:

Before processing a refund, confirm the following:

• The refund request is within the allowed time frame, as specified in the client agreement.
• The reason for the refund is valid and documented.

Initiating a Refund:

1. Access Client Records: Log into the JLL finance system and navigate to the client account.
2. Verify Transaction: Confirm the original transaction details and amount.
3. Process Refund: Submit the refund request through the finance system, specifying the refund amount and reason.
4. Confirm Refund: Verify that the refund has been processed and update client records accordingly.

Communicating with Clients:

Inform the client about the refund status and provide any necessary documentation. Maintain open communication to address any questions or concerns they may have.

Support:

For assistance with processing refunds, please contact the JLL finance team. We are committed to supporting you in delivering excellent client service.