Sentences with phrase «plan client direct»

It must be submitted with the appropriate completed NextGen College Investing Plan Client Direct Series Account Application.

Not exact matches

Create marketing plans to achieve sales goals, build and maintain client relationships, and direct the national account program.

Seeking detail oriented candidate for position building relationships with clients, executing direct mail programs, assisting with planning seminars, scheduling meetings, processing deposits and transactions, and other duties.

Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities.

Develop plans to acquire new customers or clients through direct sales techniques, cold calling, and business - to - business marketing visits

In his current role, Josh manages shareholder services for publicly traded and private companies out of AST's San Francisco Bay Area office where he assists with planning, developing and administering a wide range of services, including stock splits, acquisitions involving both stock and cash exchanges, corporate spin - offs, implementing and administering Direct Stock Purchase Plans, assisting clients with DRS, full dematerialization programs and shareholder information and communication campaigns.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

As a 1:1 coaching client, I'll personally create a customized workout routine for you designed around YOUR lifestyle; a personalized nutrition plan based around your schedule and preferences; and most importantly, VIP direct access to me for those times when you need it most.

Irish eBook Distribution Company, ePub Direct, has announced plans to add Libraries to the distribution options available to client publishers.

I am thinking about moving the plan to a self - directed plan at TD (where we are already «private clients» for banking purposes) and look at a combination of «cash» (MMF or high - interest savings), a GIC «ladder» and the rest in e-series funds (say, 1/3 -1 / 3-1/3 CDN, US, INT)

Clients who deposit at least $ 100 per month in their RBC Direct Investing account as part of a pre-authorized contribution plan, those who make at least 3 commission - generating trades per quarter, those who have a group RRSP with RBC Direct Investing, those who qualify for the RBC Direct Investing Royal Circle program as well as those who are current student banking package holders (or have been in the past 5 years) and clients who have an RBC VIP banking package can all have their quarterly inactivity fee Clients who deposit at least $ 100 per month in their RBC Direct Investing account as part of a pre-authorized contribution plan, those who make at least 3 commission - generating trades per quarter, those who have a group RRSP with RBC Direct Investing, those who qualify for the RBC Direct Investing Royal Circle program as well as those who are current student banking package holders (or have been in the past 5 years) and clients who have an RBC VIP banking package can all have their quarterly inactivity fee clients who have an RBC VIP banking package can all have their quarterly inactivity fee waived.

A comprehensive set of tools that can be used with clients to develop a personalized, self - directed debt elimination plan.

The NextGen College Investing Plan offers a variety of investment options in two separate series — the Client Select Series (advisor - sold) and the Client Direct Series (for the self - directed investor).

Instead, create a plan for communicating with former clients — email campaigns, direct mail, in - person networking, informational seminars — after a case is closed.

Given that this consolidation will have a direct (likely negative) impact on my ability to gather information for my clients, and our law firm clients, I asked Frank Buckreus, Acting Executive Director, Service Delivery at Service Alberta about the consolidation plan in order to share this information with Slaw readers and he very kindly responded with the information below.

These include returning telephone calls; allowing clients to design their invoices; written service plans for major clients; client surveys; making it easier to contact attorneys by e-mail, home phone numbers on business cards, 24 - hour night service telephone answering, etc.; client status reports; the notion of «guaranteed» service or reductions in the bill; law firms adding value to their clients and educating corporate and business executives through newsletters, seminars, direct mail and websites, etc..

For our established business clients, we direct them through potential legal quagmires that necessarily arise from operations, employee / labor relations, insurance dealings, business planning, commercial transactions, and regulatory mandates.

If you practice law in a field where each individual client has the potential to provide you with several matters, then you can move to a direct client marketing plan.

For example, if the client establishes a goal to invest in a new foreign market, that goal will direct the legal department's plan as it determines how it supports the company.

As one of our valued clients, you'll be glad to know that the Company's Business Continuity and Recovery Plan covers the entire New York Life enterprise, including internal departments and direct and indirect subsidiaries, both domestic and international.

An insurance agent with experience can direct their client to the correct carrier and plan design usually within minutes.

Finding low cost life insurance for smokers is what we do on a daily basis and this gives us the experience to direct to the proper life insurance company and plan design to get the lowest possible premium for our perspective life insurance clients.

This is a common method of insurance planning but the client needs to have a will in order to direct where the funds are to go.

Build and maintain senior client relationships; direct the development of client presentations and other important communication; demonstrate thought leadership and innovation for enhanced media plans and results.

Public relations managers plan and direct the creation of material that will maintain or enhance the public image of their employer or client.

Providing direct rehabilitative services to persons with substance abuse issues for the past nine years with the Fotuluma Residence in St. Louis; performing intakes and assessments, determining treatment plans and goals in alignment with DMH standard, tracking and documenting client progress, and delivering feedback and encouragement to clients to address maladaptive behaviors.

Discussing and directing different communication planning programs to different clients and also executing them with the clients

Responsibilities include: selecting and assembling equipment, designing and planning, setting up lighting to suit the subject, and setting up additional props and subject materials in certain positions Estimating and measuring, material and fabrics, all using devices and measurement tools and equations Coordinating and directing staff, and handling office services to help executives Prepare records, such a client orders Analyze the designs and assess them to come up with enhanced solutions

The resume format of VP Finance includes major tasks as developing, promoting and administering a culture of efficient, results and client oriented corporate services; directing and coordinating LOB financial planning and budget management functions; suggesting benchmarks for measuring the financial and operating performance; supersizing monthly operating results against budget; administering daily operations of the finance and accounting department and managing the preparation of financial reports.

Planned, directed and controlled all unit food services and resources in accordance with operating and financial goals, client objectives, and customer needs.

Worked with all functional teams, clients and partners to develop and implement integrated direct marketing plans accounting for over 40 million direct mail pieces mailed annually.

Coordinated, planned, monitored, directed and evaluated all aspects of operations while making certain the delivery of outstanding service to the clients was maintained.

Answer and direct phone calls Organize and schedule appointments Plan meetings and take details minutes Write and distribute email, correspondence, memos, letters, faxes and forms Assist in the preparation of regularly scheduled reports Develop and maintain a filing system Update and maintain office policies and procedures Order office supplies and research new deals and suppliers Maintain contact list Book travel arrangements Submit and reconcile expense reports Provide general support to visitors and act as a point of contact for internal and external clients Liaise with executive and senior administrative assistants to handle requests and queries from senior managers Other duties as assigned Job Requirements Qualifications for the Administrative Assistant Position:

• Successfully lead three construction projects to fruition by employing exceptionally well - placed multitasking and project management skills • Complete all projects to date within allocated budgets, 15 out of which had extra cash left over • Confer with clients to determine their project management needs and develop plans to meet those needs • Supervise and direct overall project activities, including planning and coordinating • Maintain change order and submittal control logs and prepare project documentation • Handle contract submittals so that they are submitted in a time - efficient manner • Ascertain the project quality control plans are in effect and followed properly • Handle site investigation duties and manage review of ordinances and utility service research

Clients» personally assigned writers make direct contact with them to assess their materials and plan the project according to their career needs.

Professional Experience Information Technology Department Manager 6/1/2012 — Current Smythe and Associates — Boston, MA Plan and direct all IT functions, and provide consulting and IT support to clients without internal IT departments.

• Organize and carry our market and trend research activities • Write copy, press releases and promotional literature • Assist marketing team by handling administrative details for each marketing campaign • Provide support in arranging and producing marketing materials for campaigns • Organize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communication

Public Relations and Fundraising Managers Public relations managers plan and direct the creation of material that will maintain or enhance the public image of their employer or client.

They plan and direct material and activities that will maintain or strengthen their client's image.

• Medical Assistance Certificate • Capable of managing reception table, attending phone calls and greeting clients • Able to remain updated regarding available treatment options and direct incoming clients accordingly to the relevant department or chiropractic section • Adept at translating and explaining treatment plans to clients who come up or call with queries

Responsibilities for Administrative Assistant: • Answer and direct phone calls • Organize and schedule appointments • Plan meetings and take detailed minutes • Write and distribute email, correspondence memos, letters, faxes and forms • Assist in the preparation of regularly scheduled reports • Develop and maintain a filing system • Update and maintain office policies and procedures • Order office supplies and research new deals and suppliers • Maintain contact lists • Book travel arrangements • Submit and reconcile expense reports • Provide general support to visitors • Act as the point of contact for internal and external clients • Liaise with executive and senior administrative assistants to handle requests and queries from senior managers

The Certified Nurse Midwife or Women's Health Nurse Practitioner is responsible for managing the care of and giving direct client services to families in all areas of maternity, newborn, and family planning, according to the policies and procedures of NHcare, consulting with physician as needed.

• Greet the clients, register them and enter their personal data into the company's database • Direct the clients to the respective procedure rooms for treatment • Explain the treatment plans to clients • Assist patients with insurance procedures, benefits coverage and eligibility

• Create, plan and implement account plans to direct sales efforts • Confer with new and potential clients to determine their needs and provide them insight into the company's services • Develop and maintain lasting relationships with clients with a view to ensure recurring business • Maximize cross selling opportunities within existing client relationships • Educate clients about the company's products and services and answer questions and queries • Ensure appropriate utilization of resources such as budget, time and collateral • Assist marketing and sales teams in marketing and sales plans • Research market trends and create reports for the benefit of decision making • Maintain constant contact with clients to ensure satisfaction • Receive complaints from clients and take serious measures to resolve them • Create and maintain client records and sales and prospecting activities such as presentations, closed sales and follow up activities • Ensure that effective relationships are established and maintained with all key workers associated with account management • Create price quotations for clients and make amendments according to clients» ability to pay • Develop a database of strong leads through referrals, networking and email marketing • Ensure that «do not call» lists are respected completely

The Direct Sales Representative role is responsible for execution of the strategic plan for the client's brands within a defined geography.

• Qualified to direct all operational aspects with special focus on client services, administration and human resources • Hands - on experience in assessing local markets to determine market conditions and identify present and future sales opportunities • Specialized courses in developing forecasts, business plans and financial objectives to keep business atop of the competition • Particularly effective in proposing corrective actions by actively locating areas of improvement

• Developed plans for acquiring new clients and customers through business - to - business marketing visits and direct sales techniques.

* Interface with clients to understand project goals and resources * Plan and direct projects for system installation, upgrade, or modification * Identify systemic problems and design optimal solutions that work with the client's goals and budget * Supervise installation, repairs, and service calls * Provide technical assistance and answer client's questions * Provide instructions and materials on operating and troubleshooting system * Maintain cutting - edge knowledge of new developments * Work with vendors and service providers

Reviewed tickets and automatically generated outage reports, and initiated restoration in line with client - directed communication and resolution plans.

PA Reps for staff development and growth opportunities * Plan, assign, and direct work, appraise performance, reward and discipline employees, address complaints and resolve problems within the team * Assist in the hiring process * Assist in the preparation of performance reviews * Deliver performance reviews in conjunction with the Prior Auth Manager * Meet monthly with each staff member to go over performance status * Assist with training as needed * Lead weekly Team meetings with staff to keep them informed of changes to policy and procedures and corporate communications * Meet with the Prior Authorization Management team weekly to report on clinical call center performance and personnel issues Required Qualifications: * High School Diploma or equivalent * Current and unrestricted Pharmacy Technician license * 2 years» experience supervising Pharmacy Technicians in a Call Center environment * Prior Authorization experience * Knowledge of the Pharmacy Benefit Management and / or Health Insurance * Knowledge of Call Center industry through work experience and as obtained through related courses * Proficient in Microsoft Word and Excel Preferred Qualifications: * Bachelors» Degree * PBM experience * National Pharmacy Technician Certification Required Competencies: * Must have strong leadership and problem solving skills * Strong written and verbal communication skills * Strong interpersonal skills * Ability to effectively present information and respond to questions from groups of associates, managers and clients * Ability to comprehend ACD statistical reporting and apply it to the operation of the department * Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form * Ability to maintain a high level of consistency while working with team members * Ability to recognize the needs of the staff, heighten morale, and decrease stress and burnout * Ability to understand what style of conflict resolution is best suited for a particular situation * Ability to determine the needs of each individual team member and assist them in achieving set goals * Demonstrate a clear understanding of company and client confidentiality * Excellent organizational skills * Exemplary coaching / motivational skills at both an individual and team level * Adaptable and able to move with change while maintaining a positive attitude and strong role model for the Team.