The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

The human brain doesn’t remember everything verbatim. It remembers meaning. Patterns. Emotional weight. That’s the standard ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

In this week’s episode of the CMO Series, Will Eke is delighted to welcome Bob Robertson, Chief Marketing Officer at Jackson Lewis to share his unique perspective on the dimensions of client service, ...

Be the face of an iconic name. Work directly with Bloomberg clients to help them see and act upon new opportunities for their business. Partner with product developers to improve and expand our ...

Sastry Durvasula has an unusual title and remit at TIAA. As Chief Information and Client Services Officer of the Fortune 100 company, with more than $1.2 trillion in assets under management, he ...