It is possible that the only person you will work face-to-face with is your financial planner but this doesn’t mean that they work alone. Your financial plan is a result of the focus and attention of professionals throughout the business. Client Support are one of the key teams that keep this process in motion.
Client Support covers a range of roles and responsibilities but it all comes down to making sure that our clients have a great experience with 1825. These are the people that you’ll find answering your questions on the phone, processing new business or preparing your client review.
"One thing I get real satisfaction from in my role is providing the client a real service. We add something to the client experience that cannot be bought - ensuring that everything is done with sincerity and integrity."
Client Services Associate Team Leader