This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

CUPERTINO, Calif., Sept. 16, 2021 /PRNewswire/ -- Moxtra, a platform powering OneStop Client Apps for modernizing client service management, is a proud winner of a 2021 Bank Customer Experience Award.

As we enter into what most people consider a forever-hybrid environment with clients, it’s time to commit to a new set of service models. I say commit because we’ve arrived at a point where ...

Ryan Rampersaud will join alternative investment manager AQR Capital Management as managing director and head of client solutions on Feb. 25. Mr. Rampersaud will work with AQR's current clients and ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...

BNY Mellon has recruited Jeff Pamplin as head of client service management in EMEA for its alternative investment services (AIS) business. He will be based in Dublin and report to Carol Andrews, head ...