Client Servicing
Your return of investment starts with your operations
In a fast-paced industry, successful operational professionals lead with ambition and curiosity along with the ability to adapt to any changes your custodian throws at you. With a whole lot of savviness mixed in with a little bit of sweat, our team supports the most critical functions of any financial planning and investment management firm.
Why We’re Different
- Available between 9am – 5pm Eastern with advisors across the United States
- Experienced in major custodians such as Charles Schwab, TD Ameritrade, Fidelity, SEI, and SSG
- Experienced in major industry CRMs such as Redtail and Wealthbox
- Adaptable to changing business needs and processes
- Additional technology training is non-billable to you as a client!
- Ongoing HR and team support
We’re More Than Just “Doers”
You may not be a good fit if
- You frequently have urgent requests
- You and your clients prefer to communicate in-person or via phone
- You are struggling with business planning and direction
- You need a team member who will only work certain times during the day
- You need early-stage foundational clarity around your services, vision, and workflows
- You are seeking a full-time receptionist, lead qualifying, trading, or in-person level support
You may be a good fit if
- Your business has stable revenue for at least 1-2 years
- You need to replace a lost part-time W-2 or 1099 team member
- Your current COO or operations team needs assistance
- You want to promote or add new employees away from back-office functions
- You want to merge, acquire, or retire your business
- You love collaborating and harnessing new ideas
Your Amazing Virtual Assistant Is Waiting!
- Dedicated client servicing virtual assistant
- Retainer hours do not rollover
- Requires only monthly commitment
- Pricing starts at $1,125 per month for 15 hours
