Phillips & Cohen Associates Ltd.
The Client Relations Associate (CRA) supports the Client Relations Department through administrative and operational tasks, ensuring smooth communication and efficient processes between the company and clients. The role emphasizes organization, confidentiality, and customer service to uphold the company's reputation.
Headquarters
Wilmington, Delaware, United States
Company Size
201-500 employees
Founded
1997
Phillips & Cohen Associates, Ltd. is a financial services company specializing in compassionate deceased account resolution, working with estate representatives and creditors to manage and resolve accounts following a person's passing. The company offers two core services: Estate-Serve℠ for authorized estate representatives and Account-Serve℠ for personal account management. Operating globally across the United States, United Kingdom, Australia, and Canada, the company emphasizes respectful, clear communication and legally compliant account resolution processes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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