Our client services team works with you from the very beginning of the relationship to establish an activity sequence that best suits your needs. This process helps us to find out more about you, develop the best solution possible, implement that solution and service you as your needs change. The following is a suggested activity sequence for the organization of your assets under management with SVCM.
- Service Introduction
- Prospect Profiling
- Strategy Meeting I
- Strategy Meeting II
- Account Administration
- Strategy Implementation
- Progress Review
- Ongoing Client Service
Our client service team will take full responsibility for organizing and managing all activities so that you don’t have to.
