CLIENT SERVICES
Leave the busy work to us and focus on what you do best
Whether you’re looking for part-time or full-time help, we can deliver. Our Client Services team is flexible and convenient, providing specialized support when you need it.
ON-DEMAND SERVICE
Our service at your request
We value processes that are efficient and transparent, without unnecessary delays. Each request sent to our Client Services team is added to our case management system and met with quick steps to gain additional information or begin the work you need completed.
WHAT WE OFFER
The possibilities are endless
- Operational Platform Support for all custodians & TPAMs
- Subscribe Annuity Order Entry
- Account Opening
- Notification/NIGO Check-up & Resolution
- Marketing Submissions
- Document Preparation
- Document Scanning
- CRM Data Entry
- Client Appointment Setting & Confirmation
- Phone/Messaging Answering Services
- Alternative Investment Transactions
- And so much more
PRICING
Get exactly what you paid for (and more)
Save money and avoid the hassle of recruiting, hiring, and onboarding new employees by outsourcing to our experienced and knowledgable Client Services team. Our services are fair and transparent, so you know exactly what you are paying for.
See what we can do for you
Frequently Asked Questions
What does IFP’s Client Services team provide?
The IFP Client Services team is a team of administrative support specialists who act as virtual assistants for any financial professionals participating in the program. Your dedicated client services associate can help with account opening paperwork, money movement requests, special projects, answering phones, placing trades, booking appointments, and para-planning.
How much does this service cost?
IFP financial professionals can leverage the Client Services team on a part-time or full-time basis. We charge hourly for our services with no minimums.
What are the benefits of insourcing your administrative operations with IFP?
Our trained Client Services Associates (“CSAs”) are versed in all IFP technology stacks including out partner custodians, TPAMs, and insurance carriers which means minimal to no training is required. Instead of trying to find an admin yourself, training them, obtaining health insurance, and dealing with day to day HR headaches, you can leverage our team of already trained professionals.