How back-office service centers help advisers

08/29/2013 | Investment Advisor

Creating internal client-service centers can ensure that advisory clients get personalized service and attention and that advisers get to focus on the actual job of advising, Angie Herbers writes. "Because we hire people specifically for client service work, who enjoy the back-office work and want to stay in these positions for the long term, we have limited turnover and, therefore, limited training," Herbers writes.

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