How easy is it to move from one branch office to another. I’m with SB and would like to move to a location closer to my home. I live in a small town and there is a office about 5 mins away, with much nicer facilities. My manager does not cover the new location. Any thoughts on how best to approach a possible move.
It can be a bit tedous. Clients get new account numbers. They get 2 statements the month you move. I would talk with your manager a let him know your thoughts.
Thanks, since I just joined the firm a year ago, I think I better wait better puting through change again.
[quote=johnyd]It can be a bit tedous. Clients get new account numbers. They get 2 statements the month you move. I would talk with your manager a let him know your thoughts. [/quote]
That's not the case with all firms. but may be with SB.
Any Smith Barney people out there that can give me some insight. Will clients get two statements? I know they can continue to use their checks and ATM cards.
Personally I think it doesn’t sound like a wise idea. Will be distracting to you and confusing to your clients.