
DALBAR recently released the 2011 winners of its annual Mutual Fund Service Award and – for the ninth year running – Primerica Shareholder Services earns the coveted trophy!
This DALBAR award is all about service, and Primerica Shareholder Services was honored for its superior customer service in the industry in 2011. The Service Award, only given to financial services companies who go above industry minimums to provide the highest level of service to their clients, is proof of how Primerica works hard to put families first – every client, every transaction, every time.
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Tags: 2011 winner, DALBAR, Mutual Fund Service Award, Primerica, Primerica Shareholder Services
Posted in Company, Primerica |
- One More Time …
by Kenyatta Greer

For the eighth year in a row, Primerica has earned the exclusive Dalbar Service Award for outstanding customer service to clients. We just keep breaking our own record by providing our mutual fund clients with the service they’ve come to expect from Primerica Shareholder Services.
Through its partnership with Bank of New York Mellon Asset Servicing, Primerica Shareholder Services (PSS) has earned this prestigious award one more time. The Service Award is only given to financial services companies who go above industry minimums to provide the highest level of service to their clients.
Dalbar, Inc. is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry.
Isn’t it great to know that you’re backed by an award-winning support system that gives your clients the respect and attention they deserve?

Tags: 8th year in a row, Bank of New York Mellon Asset Servicing, customer support, DALBAR, Primerica, Primerica Shareholder Services
Posted in Company, Primerica |
- 7-Year Wonder
by Natalie Daly
In January 2010, DALBAR, Inc. gave Primerica the 2009 DALBAR Service Award for exemplary customer service to its mutual funds clients – marking the seventh year in a row Primerica has reached this achievement.

“Winning the DALBAR Award for a seventh straight year is a tremendous achievement and is indicative of the commitment Primerica has made to our investments business,” says President and CEO of PFS Investments Bill Kelly. “When Primerica set up the recordkeeping platform for our fund partners in 2001, our goal was to make service one of the key drivers of our success. Congratulations to our call centers and the PFS Investments staff for following through on this commitment and receiving this wonderful award … again.”
By making its clients needs top priority, Primerica Shareholder Services (PSS), with its partner PNC Global Investment Servicing (PNCGIS), continues to set the standard for excellence and receive one of the most revered awards in the financial services industry. It’s that commitment to shareholders that has helped Primerica win this award year after year.
DALBAR is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry. DALBAR conducts thousands of systematic tests throughout the year to measure how financial companies respond to their clients’ needs.
“Earning this award fully underscores the commitment of [PSS] to their customers, even when faced with new and different pressures as has been the case throughout 2009,” said Csilla von Csiky, Managing Director at DALBAR.
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Tags: award, clients, DALBAR, investments, PNC Golbal Investment Servicing, Primerica, Primerica Shareholder Services
Posted in Primerica |
In January 2009, Dalbar, Inc. gave Primerica the Dalbar Service Award for exemplary customer service to its mutual funds clients – for the sixth year in a row.
Greg Pitts, Primerica Executive Vice President, said customer service has been a top priority for years. “When John Addison and Rick Williams became co-CEOs in 1999, a key priority was to improve the service to our sales force in the securities area. We made a multi-million dollar investment in technology and processing which, combined with our extremely talented Home Office team, created a superior service model.”

Primerica Shareholder Services (PSS), with its partner PNCGIS, helps Primerica continue to do what’s right for families by providing great service to shareholders. Dalbar, Inc. is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry.
Tags: DALBAR, Greg Pitts, John Addison, PNCGIS, Primerica, Primerica Shareholder Services, Rick Williams
Posted in Primerica |