Variable Trusts – Client Services

Client Services ensures that each client is provided with the highest level of service and serves as an additional contact between the client and all Gemini departments.

Additionally, Client Services coordinates and manages the process for all new Fund launches and Fund conversions.  Our commitment to personal service and customer satisfaction is as equally important as our dedication to producing the highest quality of work. Superior service is achieved by paying attention to the smallest of details. Client Services makes it a priority to meet and exceed our customer’s expectations in everything that we do.

Gemini’s Client Services Team provides the following services:

  • Guides the client through the onboarding process and manages client expectations
  • Oversees the process for all new fund launches and conversions
  • Coordinates and conducts all client meetings during fund launches or conversions, as well as ongoing meetings after the fund launches
  • Serves as the primary point of contact between the client and other Gemini teams or companies
  • Provides proactive solutions for clients