levels of client services to our clients. The Assistant is part of a regional team and is encouraged other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related
levels of client services to our clients. The Assistant is part of a regional team and is encouraged other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related