Client Services Manager
Elmo started working for VBP as a Financial Planning Assistant in May 2017. During his time as an FPA, he was assigned to different firms under different licensees like AMP, etc. In 2018, he stepped up and got promoted as a CSM for the onboarding team (The Forge). His main responsibility is to oversee and assist new FPAs endorsed from training to operations. He is also responsible for onboarding new clients and helps them uncover and streamline the processes of the tasks that they will assign to their FPAs and assess and aid them with any teething problems they encounter and come up with resolutions to resolve them.