What can CustomerFirst do for you?
Open New Accounts
Generate Client Reports
Review Trade Blotters
Update Contact Information
Answer General Inquiries
Receive Money Requests
Update Account Information
Review Direct Business
What is CustomerFirst™?
E.K. Riley’s CustomerFirst program brings the power and resources of an in-house assistant without the expense. We believe that customer service is key to creating a successful business, and with CustomerFirst your clients are never more than a phone call away from the professional assistance they need.
This service is available to all registered representatives, both employees and independent contractors.
Located at the E.K. Riley headquarters, your specialist has access to a vast array of resources and departments at their fingertips, allowing you the advantage of having your issues handled in a prompt manner. E.K. Riley’s CustomerFirst program will provide you with the peace of mind that your clients will always receive the customer service that they deserve.
With our CustomerFirst program, you will have access to appropriately licensed specialists who provide support on all levels, including trade executions, client correspondence and various administrative functions. Your CustomerFirst specialist has the experience and knowledge necessary to provide you the support that both you and your clients need on a daily basis.