Digital Client Service Advisor Services
Tier One: All Reps No Charge
- Account opening and maintenance – paperwork should be completed in full
- Basic custodial troubleshooting
- Archiving documents
Tier Two: $50/hr Charged to Commission Statement
- Account Paperwork
- Acquisition of appropriate documents
- Pre-filling of documents for clients
- Handle sending, receiving, and follow-up
- Account Maintenance
- Management of periodic plans
- RMD calculation and tracking
- Troubleshooting at an account level
- Client Correspondence
- Assist client with online access
- Send out client appreciation cards
- Collect and enter data for reporting purposes
- Assist in maintaining calendar
- Submit marketing/correspondence to compliance for review
- Handle billing discrepancies
- Assist with prospecting
- Handle communication with other departments and custodians
- Process money movement requests
