The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clientsxe2x80x99 products, processes, transactions, web services as well as general queries regarding their clientxe2x80x99s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.
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