About Us
““What can I do to help?” has been my personal mantra for many years. It has taken me on all kinds of adventures in the world of finance, from running compliance programs to implementing new technology to working as a CSA on billion-dollar books of business.
It was also the spark for Cygnet. I realized I could help advisors struggling with finding and training the right CSA talent, managing and developing their CSA team, and keeping that team up to date on the latest technologies.
Cygnet isn’t just about giving advisors back more time. It’s about turning client services into a differentiator in an increasingly competitive landscape. We want advisors to be able to fully leverage both operational efficiency and quality of service to retain existing clients and win new ones.
An advisory firm’s client services team is a client’s first impression—and ongoing perception—of how well their financial advisor is serving them. Cygnet Client Services is here to help advisors deliver. ”
Our Ethos
At Cygnet, we know that our work is not about us, it’s about the advisors we partner with and their clients. We are focused on results and make high performance our priority. We don’t give excuses, instead we find solutions and get it done, no matter what. We are continually learning and constantly improving. We never sacrifice quality for the sake of growth or profit, and we value integrity. We are elevated, proactive, and attentive.
Our team has spent years cultivating a wide range of skills which enhance our ability to meet the sophisticated needs of advisors serving high- and ultra-high net worth clients.
Industry Credentials
Systems Proficiencies
Systems Proficiencies
Operations Management Experience
