It’s time for wealth management to rethink the role of client-service associate.

A greater number of registered investment advisors are creating career paths for client service and operations staff, and the practice is becoming more prevalent among larger firms, according to a ...

A good customer service department sets out to create a positive experience for the customer each time. The customer may not always get the results he was looking for, but a good customer service ...

The ability to effectively handle customer complaints and problems is vital for your customer service associates. Though providing outstanding service throughout the selling process is beneficial, ...

Have a question about a product? Need help with an order? Trying to find an item in your local store? Where do you turn? Customer service. Regardless of the reason or the channel you choose, one thing ...

The adage “the customer is king” will always ring true, no matter what industry you’re in. A negative customer experience can lead to the demise of a business if its leaders can’t figure out how to ...