RIA Operators
Log In
Community
Classroom
Calendar
Members
Map
Leaderboards
About
Log In
3
Ceri Cundiff
Mar '23 •
Questions
CSA Relationship Management
What is a manageable number of relationships for a Client Service Associate (CSA) to service? Our CSA's help with all service for a clients, we have a separate team member who schedules all of our reviews. Thanks for your thoughts.
Like
4
11 comments
3
CSA Relationship Management
RIA Operators
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Start here
RIA OS Overview
1.2k
Members
0
Online
5
Admins
JOIN GROUP
Leaderboard (30-day)
1
Derek Finch
+2
2
Theo Katsoulis
+2
3
Robin Hoback
+2
4
Amy Weideman
+2
5
Mark Brice
+2
See all leaderboards
Powered by