Client Servicing is at the heart of business! Because you are at heart of our business.
We know a lot of firms are only interested in securing your initial business and then servicing you as they see fit. We have built our Client Servicing department as an intrinsic part of business as we know that our clients are internationally mobile and need a central point of contact when the move from place to place.
If you are currently with another provider, have at least $50,000 of investable assets and want to "Experience the Mondial Difference" please get in touch.
The ongoing service or financial plan follow-up is a key but unspectacular component in delivering a financial plan. The ongoing service promise is guided by the differing need for involvement of each investor. Mondial aims to offer consistency through the following channels:
The Mondial Helicon system which provides valuations on a large range of portfolios as at the close of business the previous working day. This is a 24/7 online service.
The Client Services Department
The Client Services Department provides a team approach to ongoing service through dedicated administrators and a team of qualified financial advisors. This means that there will always be staff available to answer queries and/or provide advice during a normal UAE working day. In addition, the CSD contacts its clients at least twice a year to request face-to-face reviews. It seeks to provide the highest standard of contact availability as well as the highest standards of service and advice.