Receptionist Services for Financial Advisors

Financial Planning professionals use Call Desk Receptionists to handle some or all of their daily calls during regular business hours. Call Desk helps Financial Advisors by freeing them to run their practice more efficiently without phone and email interruptions. Call Desk Receptionists answer, screen and transfer calls, take messages or set up appointments for small to medium sized Financial Advisory firms. Call Desk also provides e-mail support for Financial Advisory firms of all sizes.

Call Desk Receptionists can help you pre-screen your callers, so you do not waste time with callers who need services you cannot offer. Call Desk Receptionists can take basic details about potential cases before transferring calls. For a larger Financial Advisory firm, the Call Desk Receptionists can transfer the call to the right individual, depending on their specialty. Call Desk’s screening capabilities minimize telephone and e-mail distractions while maximizing communication between Financial Advisors and their clients.

Call Desk Receptionists help Financial Advisors receive emergency calls quickly, while handling non-emergency calls. We can transfer calls to your cell phone, home or send you an SMS if you are required urgently. We make sure you do not miss emergency calls from  clients.

Call Desk Receptionists can  help Financial Advisors focus on clients by taking over some or all of the inbound calls and e-mails during the day, especially for small Financial Planning offices. Using a Call Desk Receptionist to screen non-urgent and routine calls can effectively help a Financial Planning practice focus on mission critical business.

Call Desk Receptionists also function as virtual assistants. The receptionists can give out office directions, hours of operation and basic practice information. We even schedule appointments for the busy Financial Advisor.

Call Desk Receptionists help Financial Planning firms run more efficiently by taking over routine office functions for a fraction of the cost of hiring a full time office receptionist.

Would you like to discuss how Call Desk can help your Financial Advisory Firm? Please fill out the inquiry form.

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Financial Advisors using Call Desk

Certified Financial Planners Chartered Financial Consultants Chartered Life Underwriters Chartered Financial Analysts Personal Financial Planning Specialists Certified Public Accountants Registered Investment Advisor Tax preparers