PLUS Group has a team of dedicated professionals ready and waiting to help by providing client servicing support. We take on your day-to-day client servicing obligations to free up time for you to spend meeting clients and growing your business. We can help SJP Partners and Advisers whether they work alone or are part of a practice and even if they already have in-house support staff.
We work with you to develop a strategy, tailored to your business needs. From initial client segmentations to implementation and delivery. We can even draft and send bespoke client-specific communications, write Christmas and Birthday Cards and send gifts on your behalf.
Working behind the scenes, our operations manager and partner relationship manager continually review our service levels and client satisfaction to ensure we are always providing the best quality services for all our clients.