Systematic Team Approach to Client Care
In addition to our sell-side discipline, 1 On 1 Financial stands out from our competition due to our systematic team approach to client care. We have dedicated people in our office who use their unique skill set to improve the level of service we provide you. This team approach prevents your advisor from spending hours dealing with beneficiary updates or check requests. Instead, your advisor manages your investments and concentrates on your unique plan.
The roles on our team:
Your advisor is in charge of developing and maintaining your financial strategy and investment selections, as well as answering investment-related questions and monitoring financial activities.
Our relationship manager handles client appreciation events and controls our advisors’ calendars, and makes calls at the request of the advisor when meetings are advised.
Our service assistant takes care of all service needs, beneficiary updates, check requests, address changes and anything else that is service-related for existing accounts.
Data management team members create the necessary paperwork for the advisors and service assistant, as needed. This role includes processing all new account paperwork, as well as overseeing the monthly client communication. This person also administers the review procedure on behalf of the advisors as well as setting up electronic access for clients to view their accounts online.