Sentences with phrase «client service associate employees»

Salaries estimates are based on 534 salaries submitted anonymously to Glassdoor by Client Service Associate employees in Boston, MA.

Salaries estimates are based on 24 salaries submitted anonymously to Glassdoor by Registered Client Service Associate employees in Boston, MA.

Not exact matches

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Every day, the client service by associate and paralegals should be good enough to permit those employees to actually steal any client, and take them to another law firm (use «transport» for the foregoing, if you need the PC professional services term), if they were to leave your shop tomorrow morning.

Client agrees to indemnify and hold DMD & Associates, Inc. and its employees, harmless from any claim or demand, including reasonable attorneys» fees and costs, loss of income, earnings, compensatory claims, punitive damages, loss of consortium, loss of a position or any and all damages resulting from a denial of a position or denial of an interview for a position made by any third party due to or arising out of your use of our services or website.

• Competent in distributing, assembling and collecting IT client services computer equipment and troubleshooting problems associated with both hardware and software • Well - versed in managing user and email accounts for employees by using Active Directory and Exchange Server • Deeply familiar with providing technical assistance to configure, install and maintain desktop computing devices, including laptops, printers and workstations

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

This service will allow clients to engage Richmond Advisory Services for tasks associated with their transferees» tenancies in the host country, such as co-ordination of repairs, utility payments, rental payments, and other employee reimbursements related to the rental of the property.»