Centralized Client Service Team
Our centralized client service team is here to support you with personalized assistance and efficient solutions. As part of the backbone of our Wealth Management teams, they’re dedicated to making your financial journey seamless and straightforward.
All of Us. Here for you.
Located across eight Curi RMB Capital offices nationwide, our centralized client service team plays a vital role in meeting clients’ everyday business needs. Our team-based approach helps ensure that your request is addressed by an experienced and knowledgeable member of our team in a timely manner. This team is part of the heart of our commitment to client satisfaction and deep relationships.
Ready for the road ahead.
There’s a wide range of reasons why you might hear from a member of our centralized client service team. Managing administrative changes to an existing account or opening a new account are just a few of the common tasks this team might handle for you. No matter what comes up, our client service team is excited to work with you.