For advisory firms and RIAs, a Customer Support plugs into the new-client onboarding and annual review prep — taking on ticket handling and live chat so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Zendesk and Intercom alongside Redtail, and inherit the SOPs your team has already documented.
Every Customer Support we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Customer Support for Financial Services ships the daily ticket queue cleared (daily) and the live chat coverage (per shift), plus the recurring work that defines the role: respond to email tickets and live chat within your sla targets, and handle phone overflow and after-hours coverage with warm transfers. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.