SERVICES – Client Services

Our Total Office Team can help you with your client service tasks to keep your office running smoothly and efficiently utilizing state of the art equipment and an extensive array of software.

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
  • Scanning
  • Mailing of daily correspondence, portfolio reports and other documents
Client Services is just another way we can help Authors and 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!
 
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