Popular Song Lyrics
Take a sad song and make it better.
Remember to let her into your heart,
Then you can start to make it better.
Hey Jude
Executive services coordinates official responses to clients for these types of complaints.
What are FINRA reportable firm complaints?
57,324 calls.
What is the number of calls answered by CRG in 2018?
This team utilizes a relationship-based approach to service our top advisors. (Full team name required)
What is Elite Advisory Services?
Are you ready? Hey
Are you ready for this?
Are you hanging on the edge of your seat?
Out of the doorway the bullets rip
To the sound of the beat, yeah
Another One Bites the Dust - Queen
These types of callers can reach Executive Services directly via the Executive Services call ring.
Who are both clients and field leaders?
You can call this CRG team to remove a 90 Day BORD Restriction.
What is CRG Pod 5?
These populations receive support from the EAS team.
Who are CAC advisors and large-producing teams?
He smiled, so I got up and asked for his name
"That don't matter", he said, "'Cause it's all the same"
Said, "Can I take you home where we can be alone?"
I Love Rock N Roll - Joan Jett
Executive Services facilitates sending these two items to help Tier II resolve poor client experiences.
What are gift cheques and gift baskets?
This team supports expedited money movement requests or exceptions.
Who is Pod 2?
Elite Client Services supports two types of requests. Name one of them.
What are Money Movement requests or Cost Basis updates?
Don't say a word, my virgin child
Just let your inhibitions run wild
The secret is about to unfold
Tonights the Nigt - Rod Sterwart
These are two of the social media sites that Executive Services monitors.
What are Facebook, LinkedIn and Twitter?
These CRG Pods directly support our Private Wealth Advisors.
What are all the CRG Pods?
Clients with an AUM of this amount are supported by the ECS (Elite Client Services) Team.
What are high value clients worth $3MM+?
Well you're where you should be all the time
And when you're not, you're with some underworld spy
Or the wife of a close friend wife of a close friend
You're So Vain - Carly Simon
Executive Services provides support from multiple locations. Name 3 of the countries, states, or cities where Executive Services associates work.
Where are India, Hawaii, Florida, Las Vegas, Minneapolis?
This ASK Article is available to help leaders and associates identify which CRG team can help on a particular exception, expedite request, or complex situation.
What is ASK Article 3202 (Contacting the Client Resolution Group)?
This program provides service to practices that have had repeated services issues (whether real or perceived) in order to help restore confidence in the home office.
What is the Distressed Office Program?
Sony Malhotra has this number of birthdays in one calendar year.