Client Services Administrator
Ann, originally from Anhui, joined Austen Morris Associates in 2009. Ann has been administering the Client Relationship Management System through annual upgrades for the Wealth Management System (WMS). She is a key liaison between business and clients. She regularly assesses customer needs and helps the client services team create more personalized service. She helps to ensure that all documentation is provided and develops relationship strategies and programs that produce business value and favorable customer experiences. She monitors customer satisfaction and recommends approaches that AMA can implement to better serve clients.