Some firms employ client relationship managers to support financial advisers and their clients. Specific duties can vary between firms but the role tends to be a mix of customer-facing and back-office ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

“I was honestly stunned when my name was called, as I was genuinely excited just to have been nominated (a cliché, I know!). It’s an amazing personal achievement for me, having grown from an account ...

First Horizon Bank, a member of the First Horizon Corp. family of companies, has named Christopher (Chris) George as senior vice president and private client relationship manager at First Horizon. A ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...

GBST has appointed former National Australia Bank and Australian Super technical specialist, Elly Grace, as its new client relationship manager and tax subject matter expert. Grace is a chartered ...