Leave the busy work to us and focus on what you do best

Whether you’re looking for part-time or full-time help, we can deliver. Our experienced Client Services team is flexible and convenient, providing cost-effective and seamless administrative support when you need it.

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client services IFP


Our service at your request

We value processes that are efficient and transparent, minimizing unnecessary delays. Each request sent to our Client Services team arrives in our case management system and is met with quick response, consistent monitoring, and timely status updates to accomplish the work you need completed.


The possibilities are endless

  • Operational Platform Support for all Custodians & TPAMs
  • Account Opening, Transfers & Money Movement
  • Subscribe Annuity Order Entry
  • Alternative Investment Order Entry & Transactions
  • Notification/NIGO Check-Up & Resolution
  • Marketing Submissions
  • Document Preparation, Processing & Management
  • CRM Data Entry & Maintenance
  • Client Appointment Setting & Confirmation
  • Phone/Messaging Answering Services
  • Alternative Investment Transactions
  • And so much more


Get exactly what you pay for (and more)

Save money on additional overhead and equipment costs and avoid the hassle of finding, hiring, and training a new administrative assistant by insourcing with our experienced and knowledgeable Client Services team. Our pricing is fair and transparent, so you know exactly what you are paying for.

client services pricing

See what we can do for you

Frequently Asked Questions

What does IFP’s Client Services team provide?

The IFP Client Services team is a team of administrative support specialists who act as virtual assistants for any financial professionals participating in the program. Your experienced Client Services associate can help with account opening, money movement requests, special projects, and so much more.

How much does this service cost?

IFP financial professionals can leverage the Client Services team on a part-time or full-time basis. We charge a fair hourly rate, in 15 minute increments with no minimums.

What are the benefits of insourcing your administrative operations with IFP?

Our experienced Client Services Associates (“CSAs”) are versed in all IFP technology stacks, our partner custodians, TPAMs, and insurance carriers which means minimal to no training is required. Instead of trying to find an admin yourself, training them, obtaining health insurance, and dealing with day-to-day HR headaches, you can leverage our team of already trained professionals.