What is the front office?
In the wealth management industry, front-office employees are typically those professionals that are client-facing and have a working relationship with clients on a daily basis. Typically, these are sales functions, advisors, relationship managers, private bankers, their support staff and personal assistants; as well as order and execution desks.
Typically, wealth management firms refer to the teams responsible for supporting client management as front office, middle office, and back office.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
