Cygnet Client Services Company Profile, Contacts & Intelligence

Cygnet Client Services Overview

Cygnet Client Services provides specialized, white-label client services to Breakaway Advisors, RIAs, and Multi-Family Offices serving high- and ultra-high net worth clients. FULL SUPPORT SERVICE - Our Signature Package From Day One, advisors working with Cygnet benefit from a complete client services team—two-deep Client Service Associate (CSA) coverage (at minimum), ongoing performance management & training, surge capabilities for periods of peak volume, and access to a "brain trust" of experienced CSAs—without the cost and burden of human capital management. Breakaway Advisors: Level the playing field with immediate access to a client services team that would take years to build. Established Advisors: Offload the responsibility of building, training, and managing your CSA team as your firm grows. Experience the difference of a CSA team that is constantly innovating, dedicated to making client services your differentiator. ON-DEMAND SERVICE When advisors find their client services team struggling with backlogs and bottlenecks, Cygnet's On-Demand service gives them immediate access to a specially-trained extra set of hands to clear the decks. Our CSAs provide critical virtual or in-person support (under the advisory firm's supervision), helping firms get back to a place where they can be proactive, not just reactive, about client services.

Headquarters

Lehi, Utah, United States

Website

www.cygnetclientservices.com

Industry

Financial Services

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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