CSA Relationship Management
What is a manageable number of relationships for a Client Service Associate (CSA) to service? Our CSA's help with all service for a clients, we have a separate team member who schedules all of our reviews. Thanks for your thoughts.
3
11 comments
Ceri Cundiff
3
CSA Relationship Management
RIA Operators
skool.com/ria-os
Welcome!
👨‍👨‍👧‍👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
powered by