Client Service Support

Michael Fong

Registered Client Service Associate

Phone: (415) 438-3007
Toll-Free: 1(800) 531-3649
Fax: (415) 438-2912

Lisa Grace Terk

Phone: (415) 438-3007
Toll-Free: 1(800) 531-3649
Fax: (415) 438-2912

lisa.terk@opco.com

A Non-Registered Client Service Associate provides the front line of customer service by fielding client calls, answering basic account questions, assisting with account documentation, scheduling appointments, and a variety of other services that do not require registration