Corinthian Cove Consulting, LLC
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 CLIENT SERVICE TRAINING
 
  Retaining assets through volatile markets, defending underperformance, and staying current with evolving industry trends are critical challenges for client service professionals. Our training will help you deliver the high-quality client service that is a hallmark of a successful investment management firm.

THE TRAINING COVERS:

  • Client segmentation
  • Pro-active servicing
  • Resolution management
  • Communication and listening skills
  • Crisis intervention
  • Cross-selling techniques
  • Asset quality analysis
  • Presentation skills training with video playback
 
 
     

 

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