I initially joined Frenkel Topping in April 2017 as an administrator on the business processing team. In January 2018, alongside Sue Roberts, I was a founding member of the new client relationship team. I was appointed Manager of the CRT in January 2020.
My role sees me providing support to the rest of the team, as well as ensuring clients are receiving the best possible service throughout their investment journey. From engaging with newly invested clients, providing an introduction to Frenkel Topping, to maintaining contact with existing clients and offering our support and services, I am always on hand to ensure that the client has a direct contact point within the business, in addition to their dedicated consultant.
We aim to build on our relationships, both old and new, and are happy to welcome clients to our offices for meet and greets with the wider team, providing reassurance that the client and their investments are in good hands with Frenkel Topping.
The team also assists our review consultants with arranging their annual client review meetings and works with the financial services team to acknowledge receipt of client withdrawal requests.
At the time I joined FT I was looking for a change in career, and after reading about the company and gaining some understanding of the clients and the nature of their investment needs, I was encouraged to apply for a job. Learning that this wasn’t investments for the already wealthy, and that our clients had often been through life-changing events prior to investing, made Frenkel Topping something I wanted to be part of.
I particularly enjoy getting to know our clients as people, not just clients, and this was particularly true during the covid pandemic when the importance of such relationships only increased. I realise now, more than ever, how important it is for us to have these relationships, not just for retention rates but as a genuine support network, whether relating to clients’ investments or simply as a sympathetic ear. I always take something away from our conversations that make me pleased to have spoken with clients.