No one can do it all and expect to look good, even Advisors. With all the hats you have to wear, maintaining the day to day operations of
your business and servicing your clients can be a full time job. By outsourcing your client services and operations to Total Office, Inc.
we can free up your time, take care of your clients and help you look good!
Our Client Services includes, but are not limited to:
- Assist with daily correspondence and queries
- Calendar management
- Client meeting prep
- Scheduling of client appointments
- Phone, e-mail and fax support
- Prepare documents for client meetings
- Create workflows and processes
- Download and file client documents
- CRM and database setup and maintenance
- Data entry into spreadsheets, reports and software
- Billing and invoicing
- Mailing of daily correspondence, portfolio reports and other documents
Client Services is just another way we can help Financial Advisors do the things they don’t want to do, have time to do, or know how to do without the added cost of hiring, training and maintaining an employee!