Event took place on August 23, 2023. Please refer to the Client Services business unit page on the Intranet for the most up-to-date information.
Leaders within the Client Services business unit explained the core functions of their teams, how they help people talk about money, ways they collaborate with others at the org, the best ways to contact them, career progression/successes, and more. This is a great opportunity to learn more about the people who help support our clients on a daily basis.
Be sure the check out the Appendix (Page 43) to view photos, names, and titles of every member of the Client Services business unit!
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