Credential® :: Sales Support :: Client Relations Support


	Client Relations support

The Client Relations support team is well-equipped to handle inquiries. They have an in-depth understanding of administrative and systems procedures, financial planning tools, and investment products, and familiarity with both compliance and governmental guidelines.

A state-of-the-art call tracking system and skill-based call routing technology are used to deliver top-quality service.

The Client Relations support team also responds to faxed or emailed inquiries. They will respond within 24 hours.

What we offer representatives:

Sales and Training support

Client Relations support

Online support through knowledgeXchange^®

Marketing support

Compliance support

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	Access to the knowledgeXchange extranet site is available to partners.



	CLIENT RELATIONS HOURS OF OPERATION Monday to Friday (except statutory holidays), 6:00 a.m. to 5:00 p.m. PT