Client Services and Operations – here to help

We are delighted to introduce you to our Client Services & Operations team who are your primary contacts for assisting with enquiries. Their primary objective is to put advisers and investors first.

Overview

Client Services & Operations provide administrative support to all Stellar clients. They are the main point of contact for adviser and investor enquiries.

All enquiries are recorded in a customer service management tool. This gives complete visibility, allowing the team to manage and monitor queries from initiation to completion.

Client queries received via email, telephone or in writing are responded to promptly and the team endeavour to provide a high-quality service. Regular updates are provided to keep customers informed of the progress of their enquiry.

Our experienced team pride themselves on being welcoming, approachable and always willing to assist, putting the client experience at the core.

Feedback is welcomed and highly valued. This feedback helps the team to review and continually improve the service offered.

Our most frequently received queries relate to the following areas and are typically resolved swiftly.

• Portfolio Valuations
• Portal access requests and password resets
• Application form assistance
• Stock Transfer forms
• Initial and Ongoing Adviser Fee enquiries

If you need to contact us

Go online: To access communications, including valuation reports and correspondence, visit our portal: www.stellar-am.com/portal. Alternatively, please email us at enquiries@stellar-am.com.

Call us: Our customer service team is available from Monday to Friday 9.00am to 5.30pm. You can contact us on 020 3195 3500

Write to us:

Stellar Asset Management Limited
20 Chapel Street
Liverpool
L3 9AG

Meet the team

   Daryl Hine | Chief Operating Officer

  Glen Halley | Fund Operations Manager

  Vanessa Doyle | Investment Administrator

  Georgina Morgan | Investment Administrator

  Joel Turns | Operations Analyst

Written by Vanessa Doyle

Important Information

Stellar Asset Management Limited does not offer investment or tax advice or make recommendations regarding investments. Prospective investors should ensure that they read the brochure and fully understand the risk factors before making any investment decision. The value of investments and the income from them may fall as well as rise and is not guaranteed. No assurance or guarantee is given that any targeted returns will be achieved. Forecasts of potential future results are not a reliable indicator of actual future results.

Stellar Asset Management Limited of Kendal House, 1 Conduit Street, London W1S 2XA is authorised and regulated by the Financial Conduct Authority.