Whether you are a Settlement Planner or a Financial Advisor, Capital First’s Case Managers serve as your bridge from planning to trust administration services. Our Case Management Division functions like an extension of your back office.
AS A PROFESSIONAL CLIENT OF CAPITAL FIRST TRUST COMPANY, YOU WILL ALWAYS HAVE SOMEONE TO ANSWER YOUR QUESTIONS AND ASSIST YOU.
Case Managers coordinate the trust document review with the trust attorney as well as our in-house review and acceptance.
As each trust is a unique document, Case Managers help design and customize our trust services to fit the needs of our clients.
Settlement Planners and Financial Advisors can be sure that their Case Manager will be available to answer any of their questions.
Case Managers help you manage the expectations of your clients by being available via phone, email, and video conferencing to educate your clients and answer their questions.
We offer a turnkey solution for trust transfers through the preparation of relevant transfer and investment account documents for a variety of custodians.
CASE MANAGERS ENSURE THAT THE ONBOARDING AND TRUST SETUP PROCESS IS AS SMOOTH AS POSSIBLE. IF YOU ARE IN SEARCH OF A PROACTIVE AND SUPPORTIVE TEAM MEMBER, CAPITAL FIRST TRUST COMPANY CAN HELP.
P: 800.521.2359
F: 800.494.2429
701 North Phillips Avenue, Suite 140
Sioux Falls, SD 57104
700 W Virginia Street, Ste 500
Milwaukee, WI 53204
2263 Waters Drive
Mendota Heights, MN 55120
