You are no longer alone. As part of our comprehensive Strategic Partnership, our back-office services allow you to spend more time working with existing clients, attracting new clients or enjoying an improved work-life balance. You will be assigned a dedicated member of our CWAS Client Relationship Group who will assume many of the day-to-day activities that can consume so much of your time.
Our Operations Specialists handle:
- Account Set-up and Administration
- Custodial Paperwork