To say that everyone at Rose Street Advisors is “Client Focused” maybe sounds like a cliché. However, I’m here to tell you that it’s not lip service.
I came to Rose Street Advisors 7 years ago as an Employee Benefits Relationship Manager, having worked with agencies all over the country in a prior consulting role and TPA practice. Many agencies assign a single person to manage all aspects of a client’s business. I was shocked at the team that was assembled around me to take care of our Employee Benefits clients. Not only is there a Relationship Manager, there is a Producer, Client Specialist and strong administrative support team to service our clients! Each team member is focused and encouraged to work in the areas they thrive in and are most passionate about. Similar staffing and client support exists in our Human Resources, Investments, Wealth Management and Life Insurance departments as well!
Rose Street Advisors invests significantly in our people so that we can provide exceptional service and focus on our clients. This also allows each team member the time and energy to get to know each client, their strategies, goals, needs and employees and bring the most value possible to their role. I’m grateful that in my time at Rose Street Advisors I’ve been set up to succeed and encourage our clients to achieve their goals, so that being client focused becomes a reality and not a cliché.
Meet Ben, a people-focused, service-driven industry ace with over 20 years of experience. Throughout his career, his primary focus has been to help clients use benefits as a key component of their Total Rewards offerings, aligning with the organization’s objectives to recruit and retain a talented workforce. Ben’s daily role finds him regularly working to help clients understand the ongoing complexities of the Affordable Care Act, and how changes to healthcare policy could affect them. In addition, he works closely with his teammates to coordinate ongoing client support and annual renewals.
Securities and Investment Advisory: Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. #4296374.1