About
Leon Roth focuses on coordinating client service across Corby SA’s advisory and operational teams. He supports requests associated with more than 400 active client files, helping enquiries reach the appropriate colleagues and keeping follow-up on track. Leon introduced shared response templates that reduced internal handover errors by 50%, improving consistency as requests moved between teams. His contribution is practical and client-focused: maintaining context as requests move between teams and helping clients navigate service matters with clear communication and dependable coordination.
He approaches service coordination by keeping track of the request, its background and the person responsible for the next action. This is especially useful when a client’s question involves both an adviser and an operational specialist. Leon’s emphasis is on maintaining continuity throughout that process, with updates that explain progress clearly and help clients understand what information or action may still be needed.
Professional focus
- Cross-team client-service coordination
- Request tracking and follow-through
- Consistent internal handovers
- Resolution of complex service enquiries
Results
- Service coordination across more than 400 active client files.
- 50% reduction in internal handover errors after shared response templates were introduced.
Make an appointment
A first meeting is free and does not commit you to a mandate. Leon will get back to you.
Colleagues
- Daniel Markos
Senior client adviser
- Andrew Ramsden
Client adviser
- Andrew Savage
Client adviser
- Laura Bellrose
Client adviser
- Hans Phillip Nikolaus Dové
Client adviser
- Rolf René Kübler
Client adviser
- Mersi Suing
Client adviser
- Henrik Meier
Client adviser
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