Sentences with phrase «directed multiple client accounting»

Not exact matches

«We look forward to providing our clients with key product enhancements that are important to them, such as direct access for a participant's financial adviser, paperless account opening, online fixed income trading, and the ability to trade through multiple channels.

Office Manager — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage marketing, sales, and customer service ensuring profitable and efficient operations Responsible for accounts payable / receivable, budgets, and other accounting functions Direct human resources including payroll, benefit administration, and talent recruitment Design and distribute marketing materials, corporate newsletters, and other collateral Cut company expenses by 40 % through effective inventory and order management procedures Negotiate contracts with vendors resulting in a 30 % reduction in expenses Serve as liaison between multiple departments and senior leadership Oversee large scale office renovation while ensuring zero productivity losses Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize special events, meetings, and corporate travel arrangements Study internal literature to become an expert on products and services Consistently recognized and promoted for excellence in office management Represent company brand with poise, integrity, and positivity

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andClient Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andclient base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Duties & Responsibilities Successfully managed multiple businesses ensuring professional and profitable operations Utilized management abilities to cut operating costs while increasing revenue Hired, trained, directed, and reviewed sales, administrative, and customer service personnel Designed and implemented employee review and recognition programs Oversaw company human resources, accounting, and supply departments Responsible for benefit administration, payroll, budgets, volume, ordering, and merchandising Negotiated and finalized vendor contracts guaranteeing quality product at low prices Generated record breaking sales through successful marketing, networking, and other tactics Consistently recognized for excellence in team leadership, sales, and marketing Built long - term relationships with business partners, clients, and community leaders Provided exceptional customer service resulting in repeat business and referrals Fostered an atmosphere of respect and dedication to company goals Performed all duties in a positive, courteous, and timely manner

Customer Service Representative — Duties & Responsibilities Oversee customer service and IT support across a variety of industries and settings Responsible for 24 hour, 7 days per week help desk management for both clients and team members Utilize interpersonal skills and advanced IT knowledge in service of national and international clients Direct team of IT and customer service professional handling inquiries and escalations in a timely manner Responsible for Level 1, 2, and 3 service across a variety of highly technical IT matters Document customer service activities, update client accounts, and follow up as needed Build and strengthen professional relationships with clients and partners resulting in loyalty and strong revenue Responsible for departmental budget, team workflows, and IT inventory management Hire and train employees in customer service and IT management best practices Manage varied IT projects including migrations, infrastructure development, and network administration Utilize strong abilities and training in Microsoft, Linux, and Apple systems Serve as liaison between multiple departments and senior leadership Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity