Client Service
Accurate, timely interactions enhancing Advisors’ core client work.
Client-Advisor-Custodian Intermediary
Back Office Connection works directly with your clients or behind the scenes so Advisors can fulfill each custodial request with confidence. We execute transactions and communicate in a manner consistent with your firm’s approach and culture, with the client experience you want to deliver in mind.
Client Service Role
Back Office Connection configures and runs portfolio management, CRM and rebalancing software in ways that streamline the Client Service Role. We complete the workflow circle and stay at the forefront of custodial and industry changes that affect workflow requirements. We document procedures and consistently deliver your firm’s client service vision.
Advisor Custodial Support
We get to know each Advisor’s book of business, investment philosophy and implementation approach. Our services include a range of technology, process development and routine activities that maximize the horsepower of all your systems.
- New client account and account maintenance forms
- Closing accounts
- Alert management and resolution
- TOA and SLOA confirmation
- Money movements and RMD management
- Trade support and settlement
- Training Advisors on beneficial software features
Partner Employee
We know it’s complicated! Back Office Connection supports your Advisors so they can spend their time building client relationships. We support your clients so they get excellent, accurate service that enhances your RIA’s reputation. We keep your firm’s big picture in mind so operations move the needle forward for your business.
Contact Us
Back Office Connection is a crew of values-driven operations experts. We’re active members of your team, ready to troubleshoot, provide answers and across-the-board support. We get tasks done efficiently and offer a broad perspective when called for.
- Operations Services
- Client Service
- Consulting
Complete our Contact Form to begin a conversation about your firm’s client service needs.
Client Testimonials
Many clients have been with us for more than a decade. As their firms grow we anticipate what’s needed to meet their newest—and upcoming challenges.
Service Area
Anywhere in the U.S. including all time zones
