CLIENT SERVICES  

Making Client Management “Manageable"

The Client Services Group within Williams Financial Group provides superior operational support to our Financial Professionals. Each Financial Professional is assigned a dedicated Client Services Specialist (CSS).

Your CSS can help you in several areas, including:

• Facilitate timely and accurate account openings and transfers
• Assist with account servicing and problem resolution
• Coordinate cashiering transactions
• Provide reporting for expected fee charges and required minimum distributions
• Aid in finding more efficient ways to help service client accounts
• Offer training for Streetscape navigation and reports
• Act as liaison between NFS and Pershing