Sentences with phrase «additional client services»

According to a report prepared by Deloitte Access Economics, Not - for - profit Law's online work in 2014/2015 enabled community groups to deliver 2763 additional client services because of time saved.

Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance and financial services office of 35 agents ensuring profitable and professional operations • Responsible for training agents in company protocols and ensuring agent licensure • Oversee acquisition of insurance and financial service providers for client use • Perform full service client portfolio management including financial analysis, planning, and product sales • Oversee client account administration ensuring exceptional customer service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals, and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty and dedication to excellence • Recognized for excellence in management, sales, and customer service • Perform additional client service functions including medical lab scheduling and other logistics as needed

Not exact matches

To that end, I love it when CPAs are always pitching additional services to their clients.

Our proprietary Direct Link system offers clients valuable additional services including telehealth, personal monitoring services, wellness checks and much more.

«When our customers see we do add value to their operations and reduce costs or drive efficiencies, it is a relatively easy sell to offer that client additional services in other areas of their business,» explains Wills.

«We're pleased with our improved performance in the quarter as it demonstrates the earnings power of our diversified franchise and shows what is possible with modest improvements in the environment and client activity, and we believe there is room for additional revenue and earnings growth, as we further diversify our global franchise across a broader client base with an expanded suite of products and services.»

Once you have an established client relationships, you may be able to offer those additional services.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

Small business owners should also focus on empowering their managers to oversee the delivery of projects, keep an ear to the ground for additional projects and continually look for opportunities to provide fresh services to clients.

Their industry relationships provide additional support and strategic guidance to ensure City Capital delivers the highest level of advisory services to clients.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

Our clients know that they can rely on us all day every day to provide the additional support needed to augment their in - house managed services offering.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.

Client information may be used by Wellington Management in order to identify potential client needs for additional investment management serClient information may be used by Wellington Management in order to identify potential client needs for additional investment management serclient needs for additional investment management services.

Our Strategic Advisory Services group provides investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

It is easy to see the potential abuse that can arise when a firm or business exploits the trust, which it has developed with a client through a longstanding relationship, to sell additional products and services at potentially unfavorable terms to the client.

On the other hand, if the home inspectors have adequate knowledge and skills related to environmental test, mold testing, radon testing, septic testing, termite or wood destroying insect infestation, energy audits and so on, they are allowed to offer additional inspection services to their clients.

By broadening your client segments, you open opportunities for your business to grab additional clients for your existing or new product lines and services.

GBST (GBT), a Fund investment which makes software for financial services clients, surprised the market in August by announcing that its products would need an additional $ 50m of «investment» over the next three years.

SERVICES DEMAND Ukwazi has a pipeline of clients requesting additional services, mostly in the Southern Africa region

Most agents said service options like these are so valuable that they think clients would be willing to pay additional fees to receive them.

Ukwazi's growth is noticeable through the number of renewed contracts for longer periods and the new clients acquired in 2017; the company also has pipeline clients requesting additional services, mostly in the Southern Africa region.

The wine is typically shipped in large flexitanks, but wineries sometimes also offer bottling and labeling at an additional cost as part of their «custom crush» service to clients who wish to create custom blends under their own private label.

This newly created program at USDA will harmonize existing transitional certification programs currently operated by Accredited Certifying Agents and provide a mechanism for additional certifiers to offer this service to new clients.

Additional services include Parenting Coordination, Parenting Plan Consultation, Mediation, Psychotherapy, Client Consultation, and Attorney Consultation.

Contact Amazon client Service for additional info.

We lengthen the time our clients have to reap the benefits by also including a salve and tincture as part of your service at no additional cost.

Baby + Company encourages clients to participate in New Moms Groups, workshops for new and expecting parents, lactation services, and many additional programs designed to support women and families.

You do not have to be a homebirth client with Family Tree Midwifery in order to use these additional services!

Barclays will pay an additional $ 150 million to the state Financial Services Department to resolve allegations that it rigged foreign exchange trading by putting the bank's interests ahead of those of its clients.

There's a growing number of trainers who use every opportunity to sell products or additional services to their clients, regardless of whether the product or service is appropriate for their specific fitness goals or not.

He now manages the accounting and business office operations with additional responsibilities in admissions, facility management and client services.

Singles Events — Current trends Reputation Management through Client Service Additional speakers presenting at the Matchmakers Convention incude: Paul Falzone, CEO eLove Michelle Jacoby, CEO, DC Matchmaking Marni Battista, CEO, DatingWithDignity.com Melanie Gorman, Sr Vice President, Your Tango Lisa Darsonval, CEO, Santa Barbara Matchmaking Vince Gelormine, CEO, Pre-Dating Maria Avgitidis, CEO, Agape Match Rachael DeAlto, Founder & CEO, FlipMe Jasbina Ahluwalia, CEO, Intersection Match Susie Hardesty, CEO, Dating Directions Orna and Matthew Walters, Founders, Love On Purpose Revolution Nancy Miller, Dating Coach, eLove & Cupid's Coach ABOUT CUPID»S COACH & ELOVE Cupid's Coach is a subsidiary of eLove, owned by parent company International Dating Ventures.

However, it pays to go the extra mile and impress them with certain additional services that take little to figure out but mean a lot in their client's eyes.

Through our strategic partners, we are able to offer our clients a range of technology solutions, connections with complementary programs and services, and additional expertise in measurement, item development, and research.

The 36,000 square foot facility, housed in a historic Seattle building, is home to a picturesque indoor showroom containing our entire fleet of cars, an impeccable service department, and an additional indoor storage facility for our clients» vehicles.

In cases where the client does not have all services provided by the NAADATP provider, the contract spells out what additional services need to be performed for the employer to be in full compliance with any applicable federal regulations, state laws, and best practices.

Additional feature — clients who are not short on money can choose one of the top 10 writers ($ 7.70), proofread by editor ($ 5.44), and VIP service package ($ 13.88);

Analyzing other costs, it can be noticed that assignments cost more, so clients who need programming service have to pay $ 151.99 for 48h deadline, without any additional features.

Additional features: · Powered by Android ™ 2.3 Gingerbread · Mirror mode allows you to view and share photos, videos and movies on a larger TV via HDMI output (requires HDMI cable) · Global ready, allowing customers to enjoy wireless voice and data service in more than 200 countries, including more than 125 with 3G speeds · Enterprise ready with advanced security policies, device and SD card encryption, complex password support, remote data wipe of device and SD card; document and presentation viewing and editing with Quickoffice ® · Citrix ® GoToMeeting ® for Android, gives users the ability to attend online meetings while on - the - go, and Citrix Receiver ® for Android, a universal software client that allows companies to deliver corporate apps, desktops and data to any corporate - or employee - owned device · ESP smart dock technology for a tailored experience based on whether DROID 3 is docked in home, office or car settings · Adobe ® Flash ® Player 10 · Front - facing camera for still shots and video chat · Video playback in 1080p HD in mirror mode

HIGHLIGHTS The First Android - powered Device Enabled For The MetroPCS 4G LTE Network Full Touch Screen With Slide - out QWERTY Keyboard Capable of 4G Speeds Powered By Google's Android Operating System Lightning - fast 1 GHz Processor For Faster Email and Downloads Text With Swype — Simply Slide Your Finger Over The Letters To Draft A Text Message Download and Stream Media Content In A Flash With MetroSTUDIO Slide - out QWERTY Keyboard Makes Texting, Email, and Instant Messaging Fast and Easy Integrated GPS Provides Support For Location - based Services Like Google Maps WHAT»S IN THE BOX Additional Items Included - Battery, USB Charger, microSD Card With Iron Man 2 Movie, UICC Card MESSAGING FEATURES HTML Web Browsing - Yes Text Messaging (SMS)- Yes, Send and Receive Text Messages Multimedia Messaging - Yes, Send and Receive Picture and Video Messages Email Client - Yes Instant Messenger - Yes ENTERTAINMENT MP3 Player - Yes Streaming Multimedia Support - Yes, Stream Audio and Video MP3 Ringtones - Yes Polyphonic Ringtones - Yes Facebook - Yes Twitter - Yes Custom Ringtones - Yes, Downloadable Picture Caller ID - Yes Ringer Profiles - Yes DIGITAL CAMERA Camera - 3.2 MP Camera With Video Capture Dedicated Camera Key - Yes Camera Megapixels - 3.2 MP Video Capture / Camcorder - Yes

At the Trident Media Group, we perform additional services for our clients such as publishing management, as well as commenting on a book publisher's marketing / publicity plans, or even commenting on cover design, among many other services in going far and above what a literary agency would normally offer a client.

By sharing your expertise and point of view, you're creating a platform from which you can more easily and successfully launch additional products and services... or simply enlarge your potential client and customer base for the services and products you already provide (or hope to offer).

The device features a 2.8 inch QVGA display, quadband GSM with tri-band W - CDMA and HSDPA support, N - Gage gaming service support, 16 GB flash memory with an additional microSD slot that supports up to 8 GB microSD cards, Bluetooth with stereo audio support, Wi - Fi radio with DLNA and UPnP network share support, GPS transceiver with aGPS support and built - in Nokia Maps client, 5 megapixel camera with Carl Zeiss optics and 30 fps video recording, with context sensitive music controls that disappear when not in use around the directional pad.

docx, PDF, and as a print interior for novelist clients interested in the additional services beyond the eBooks.

Wi - Fi (802.11 b / g) connectivity for expanded coverage, as well as faster Web browsing and file downloading Support for T - Mobile HotSpot @Home add - on plan Enabled for T - Mobile's myFaves SM so customers can stay in touch with those who matter most with quick, one - click access via instant message, e-mail, or by calling or texting their five favorite contacts from the home screen Popular instant messaging clients: AOL ®, Yahoo! ® Windows Live ®, Google ® and ICQ ® 2 - megapixel camera with 5x digital zoom, built - in flash, self - portrait mirror and full - screen viewfinder Advanced media player with search capabilities, full - screen video playback, stereo Bluetooth ® support (A2DP / AVRCP), 3.5 mm full - size stereo headset jack and dedicated volume controls - supports MP3, AAC, WAV, WMA audio and MPEG4, H. 263 and WMV video formats Roxio ® Media Manager for BlackBerry ® (included with BlackBerry ® Desktop Manager software), which allows customers to easily search for media files on their computers, view and organize them, create MP3 music files from CDs, add audio tags, create playlists and automatically copy or convert pictures, music and videos for optimal playback High - performance HTML browser for visiting favorite Web sites while on the go Incredibly intuitive user interface with an easy - to - use trackball, dedicated «menu» and «escape» keys, and context - sensitive menus that make navigation feel instinctive and fast Full QWERTY keyboard for easy text entry Large, ultra-bright 320x240 color display for vibrant imagery Innovative light - sensing technology that automatically optimizes the screen, trackball and keyboard lighting for indoor, outdoor and dark environments E-mail and memo spell - checking available in various languages including English, French, Italian, German and Spanish Premium phone features with Speaker Independent Voice Recognition (SIVR) for Voice Activated Dialing (VAD), dedicated «send», «end» and «mute» keys, noise - cancellation technology to offset background noise, a low - distortion speakerphone for hands - free conversations, and Bluetooth ® support for hands - free use with headsets, car kits and Bluetooth peripherals Intuitive call management features such as smart dialing, conference calling, speed dialing and call forwarding Quad - band GSM / GPRS / EDGE / Wi - Fi network support for international roaming BlackBerry Maps, a mapping application that provides customers with driving directions Built - in Handango ™ InHand catalog of additional software applications available for download Support for polyphonic, MP3 and MIDI ring tones Expandable memory storage via microSD expansion slot Ultra-thin, high - capacity, removable battery that further extends the exceptional battery life for which BlackBerry smartphones are known BlackBerry ® Internet Service support allowing access to up to 10 supported e-mail accounts, including most popular ISP e-mail accounts such as Yahoo! ®, AOL ® and Gmail ® BlackBerry ® Enterprise Server support tightly integrated with IBM Lotus ® Domino ®, Microsoft ® Exchange, and Novell ® GroupWise ®, and featuring IT policy controls for IT departments to manage usage and deployments

For additional information on how agents can better serve their clients by utilizing Smashwords ebook distribution services, see The Literary Agent's Indie Ebook Roadmap blog post and presentation.

Clients should be aware that changes in the selection of portfolios and models by ML Wealth's investment management service may result in the sale of their existing holdings and may subject them to additional tax liability.