1) Provide client relationship support that includes. Managing, gathering, and analyzing client data. Helping prepare financial plans and client deliverables. Working with clients to resolve issues. 2) Design & Execute client service projects for individual PHFG clients, generally resulting from an interaction between a PHFG Financial Advisor and his/her client. Such projects can include one, or any multiple combination, of the following individu...
1) Provide client relationship support that includes. Managing, gathering, and analyzing client data. Helping prepare financial plans and client deliverables. Working with clients to resolve issues. 2) Design & Execute client service projects for individual PHFG clients, generally resulting from an interaction between a PHFG Financial Advisor and his/her client. Such projects can include one, or any multiple combination, of the following individu...
