Client Service Associates

At Boenning & Scattergood, our Client Services Associates are not only the friendly and knowledgeable face of our team but also the backbone of our client-focused approach. Their role encompasses various essential tasks beyond paperwork and meeting preparations. They excel at building and nurturing trustful and enduring relationships between you and your dedicated financial advisor. This committed team of associates possess a versatile skill set that is pivotal in every client interaction. From ensuring seamless communication to promptly addressing your inquiries and providing top-notch support, they create a supportive environment where you receive the utmost personalized assistance. This partnership proves mutually beneficial, allowing our clients to experience tailored support while enabling financial advisors to concentrate on the strategic planning and management of your investments. This synergy ultimately leads to a more prosperous and gratifying client-advisor collaboration.