Rodriguez joins HarbourVest from Goldman Sachs where he was most recently a managing director and head of RIA custody operations and client experience Prior to this role, he was head of the company’s ...

The transformation relied on a three-pronged strategy: operational efficiency, client experience, and scalability. Krupowicz ...

AKRON, Ohio--(BUSINESS WIRE)--Drips, the founders of Conversational Texting ®, today announced Casey Sylvia has joined the company as Vice President of Client Operations and will focus on client ...

NEW YORK--(BUSINESS WIRE)--Signature Bank (Nasdaq: SBNY), a New York-based full-service commercial bank, announced today its expansion efforts in the greater Los Angeles market, complementing its San ...

Workers across industries may be united in a common dread of meetings, but that's not necessarily the case for the growing class of business professionals within law firms, at least when it comes to ...

FIA Tech, a futures industry technology provider, and eClerx, a provider of business process management, have launched an integrated global client operations team to monitor trades and allocations ...

When it comes to the term "advisory business operations," there are probably a thousand ideas racing through financial advisors' minds. Does this include the front office and client-facing activities?

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Sightview, the only electronic health record and practice management partner focused solely on eyecare, has appointed Melissa Wright, MHA, PRS, CPhT, as vice president of client operations and Casi ...

Sept 7 (Reuters) - RBC Wealth Management said it brought back a former executive to lead its business owners and entrepreneurs client operations. The firm appointed John Younger managing director of ...