In-Bound / Out-Bound Calls
We believe the cornerstone of good customer service is a human voice on incoming calls from clients, advisors and back offices. Our knowlegable staff can answer many of the account inquiries immediately right over the phone.
Our staff handles calls from dealer head offices, investment advisors, advisors' assistants, and of course shareholders.
With our staff, you will always be treated in a friendly and professional manner when dealing with callers no matter what the situation.
At Prometa, we have significant back-office experience providing client services to the Mutual Fund industry, including Labour-Sponsored Investment Funds