High Net Worth Service Associate

High Net Worth Service Associates at Pillar

High net worth service associates cater to clients with substantial financial wealth, so many have specific service needs and expectations that must be fulfilled to maintain them as clients.

HNWIs expect quick phone response times as part of exceptional service; their experience may be measured against those offered by five star hotels with reputations for responsive customer service, for instance. A slow or unresponsive experience could damage otherwise excellent client relationships.

Another aspect of service that is crucial to ultra high net worth markets is how quickly firms respond when tragedies or losses occur, such as stock declines. How quickly does an advisor respond when an investor wants to sell? Or when there is an urgent request for new investment managers or assistance managing an unexpected inheritance?

PURE Insurance Company stands out in their approach to high net worth clients during an insurance claim, treating each such client like they were their most important and valued customer rather than treating them like pay-in-kind insureds who are expected to settle claims when necessary.

Fidelity, Schwab and Vanguard all possess some knowledge about what it means to work with high net worth individuals; however, their large firms lack the granular knowledge necessary for investment management and estate planning that the high net worth service associates at Pillar possess. This often results in their clients becoming dissatisfied as they expect seamless coordination from elite-level specialists – something large firms cannot provide reliably.

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