Our Client Engagement Group provides legal and compliance functions, middle and back office client support, financial operations, and coordination among all Elevation businesses.
We Strive To:
Provide the highest levels of service to increase the performance of our clients.
Manage all aspects of transaction execution, settlement, and clearing to make it seamless to the customer.
Anticipate client needs so that we can work proactively on their behalf.
Promote and support the firm's culture of compliance in each business.
Develop a close working relationship with each and every client.
What We Deliver:
Robust compliance framework.
Professional and efficient trade settlement.
Strong technology and systems.
Efficient account opening process.
Highly responsive customer service for all middle and back office issues.