If you know your financial planner well, you already value the skills they bring to your relationship. They analyze, strategize, and work closely with you to help you achieve financial success. And, if your planner is part of a team, the members of that team can help elevate your experience even further. Let me introduce you to your Client Services Associates…
In Client Services, we work closely with your advisor to implement your financial plan, verify that its details are accurate and on track, and ensure that your questions are answered. We know our clients, and we are there to help with whatever you need. We are the friendly voices who answer the phone when you call our office. In fact, the best part of our job is the variety of requests we receive. Did you know that we can:
- Help you reset passwords and troubleshoot any issues you might have viewing your accounts
- Update contact information on accounts if you have moved or changed email addresses
- Facilitate money transfers, whether you need cash to go on vacation or a wire to fund a new house
- Make it easy for you to support causes important to you by processing a Qualified Charitable Distribution (QCD) or setting up a Donor Advised Fund
- Make sure your Required Minimum Distribution (RMD) is processed in the manner you wish
- Set up appointments for you to meet with our planning team
- Introduce our firm to your friends or family members who are looking for a financial planner
- Roll over 401(k) plans from your past employers so that they can be part of your current investment strategy
- Send you copies of tax documents or account statements related to your Inspired Financial accounts
- Open new accounts, link accounts, or update your beneficiaries, as needed
While we enjoy solving challenges and making your financial planning processes go smoothly, our jobs aren’t all forms and computers (though our nerdy sides really do LOVE a well-filled out form). We also get to take the lead on some of the fun around the office: planning client events, remembering our clients’ birthdays and other special days, writing newsletters and social media posts, and coordinating webinars for our firm.
We hope that we can provide service that exceeds your expectations the next time you call or come to the office. It is a privilege to be able to walk through life alongside you and your family. Please let us know how we can help!
“People will soon forget what you said. They will NEVER forget how you made them feel.” – Dr Maya Angelou
