Sentences with phrase «ascertain client»

CREA vice president of government and public relations Randall McCauley says in this day and age, there is absolutely no excuse for Realtors not to ascertain their client's ID during a transaction.

Engage and ascertain client requirements focused on expansion and / or growth of services.

• Welcomed clients and directed or escorted them to their desired departments • Provided information / overview of the bank's products and services and encouraged clients to take advantage of them • Assisted clients in filling out information forms by providing them with information such as bank codes • Ascertain that client waiting areas are kept clean and maintained, by coordinating the services of janitorial staff

The Federation of Law Societies» model Code of Professional Conduct says that a «competent lawyer» will go as far as the retainer demands «investigating facts, identifying issues, ascertaining client objectives, considering possible options and developing and advising the client on appropriate courses of action.»

... (b) investigating facts, identifying issues, ascertaining client objectives, considering possible options, and developing and advising the client on appropriate courses of action,

Ascertained client eligibility for financial assistance, state disability, private, government and community agencies furnishing assistance to patient.

Understood client requirements and made sound recommendations based on budget constraints, luxury verses utility usage and sporty verses work vehicle choices, quickly ascertaining client needs and providing invaluable automobile product knowledge and support.

Key Highlights: • Ascertained all client workforce requirements and researched current recruitment portfolio to successfully match talent with job description to effectively facilitate placement opportunities.

Foster strong account relations to ascertain clients» needs and focus on the services that will provide business ROI.

Not exact matches

At the top of the sales funnel, after a lead is qualified, a grade of «D» designates that a salesperson has met with the would - be client, thinks there's a good match, and has ascertained that a budget exists.

Danielle DiMartino Booth helps investors, companies and clients understand the movements of the world markets and the actions of regulators to ascertain how macroeconomics may affect their business enabling them to make smart decisions given an ever - changing world economy.

Ascertaining the relative ego strength of clients is a prerequisite to making this decision.

As I've talked with weight loss expert Dr. Lori Shemek and looking into the successes of my clients, there were three keys that I was able to ascertain to...

This is done to ascertain the quality of the necklace before it is shipped to the client.

Trained as a clinical hypnotherapist, NLP master practitioner, and dating coach, Elizabeth can quickly ascertain what's holding her clients back and what they can do to move forward and cultivate happier, healthier relationships.

You won't really be able to ascertain the quality of customer service until you are a client, but some preliminary phone calls could reveal a lot.

Ascertain whether your client is ready to obtain their score successfully.

«In a merger like that, it's very, very important to do it the right way, because of potential conflict of interest so you have to do it the wise way and make sure ascertain towards the clients that they're comfortable with the move and it's a win - win for everyone.»

More so, have the HR team set up follow up calls or emails to ascertain that clients received their well - deserved treatment.

A lawyer must obtain sufficient reliable information to be able to ascertain what the client would likely receive, or be required to pay, for spousal support, child support and matrimonial... [more]

In talking to clients, you ascertain what work is causing pressure.

What the survey actually did ascertain was which skills might best well serve young lawyers once they land a job at a big law firm that mostly deals with corporate clients.

Next, you'll identify those clients with whom you do not enjoy working, and ascertain the characteristics of «undesirable»... [more]

As discussed below, while proponents of alternative fees contend that they make time sheets irrelevant, others believe that firms still need to keep track of hours spent either to ascertain profitability or justify bills to clients.

Rule 3.2 - 7.2, requires lawyers to «make reasonable efforts to ascertain the purpose and objectives of the retainer and to obtain information about the client necessary to fulfill this obligation».

In the lawyer's Small Claims Court lawsuit, she was ordered to produce her entire file to the former client and make production of the documents in chronological order, such that it could be ascertained whether or not she had in fact produced the entire file.

In that case, Bank Brussels Lambert v. Credit Lyonnais (Suisse)[220 F. Supp.2 d 283, 286 — 88 (S.D.N.Y. 2002)-RSB-, the District Court rejected the privilege assertion on the ground that the lawyers» internal consultations about potential malpractice created a conflict between the firm's interests and those of its client: the firm was consulting to ascertain and protect its own interests while it still represented the client.

Semple remarks in his book that «both quality and price of legal services are difficult for legally inexperienced clients to ascertain... There is a startling lack of objective, verifiable information available concerning an attorney's malpractice and discipline history and record of failure and success.»

At Altman & Altman, we have over 50 years of experience ascertaining who is at fault in personal injury situations and subsequently pursuing settlements and positive verdicts in the courtroom on behalf of our clients.

We consulted widely with law firm clients by conducting surveys to ascertain the level of their satisfaction with the services provided by the relevant firm.

Gather evidence to initiate legal actions, by such means as interviewing clients and witnesses to ascertain the facts of case.

Members of the legal profession are bound by strict «know - your - client» rules to ensure that they are providing advice only to bona fide clients whose identity can be reliably ascertained.

Clients across a wide range of industries rely on our transaction advice and services, which include conducting searches to ascertain the existence of intellectual property, due diligence examination of licences and patent and trade secret protection procedures used by vendors, conveyancing of the intellectual property, infringement and validity reviews, and drafting and negotiating licences and other agreements related to IP protection.

These auto insurance providers can only ascertain it with the risks associated with a client.

The feature for embedding the transaction return data will allow light clients to ascertain whether a transaction was successful without actually having to execute the smart contract itself.

Recently, more than 1400 Goldman Sachs clients participated in a Marquee QuickPoll survey designed to ascertain their sentiments on the financial market 2018.

• Assist with advertising campaigns, open days and remote registrations • General ad - hoc administration or projects We are looking for candidates with: • Excellent communication skills • Good telephone manner • A vibrant outgoing personality • A genuine desire to work in recruitment Our sector rewards great people skills, especially the ability to ascertain individual needs and match them with the clients we work with.

They will also scrutinize your resume to ascertain whether you are capable of monitoring social media trends, reviewing and optimizing social media activities, creating ethical and best strategies, gauging clients» requirements, and capitalizing on consumer purchasing habits.

• Create and maintain liaison with state agencies to acquire legal papers, stamps and seals • Ascertain that all stamps, seals and papers are kept safely under lock and key • Be physically present at occasions that require state approvals such as for law suits and property matters • Interview clients briefly to ensure that they understand the mechanics of affidavits and other legal documents • Determine the eligibility of documents and clients» intentions by indulging them in conversation • Verify identification documents such as birth certificates, social security cards, passports and licenses • Ascertain that the signer is not coerced into signing a document and report any misdemeanors as soon as they arise • Prepare affidavits, depositions and other documents according to set content standards • Sign prepared documents and affix stamps and seals on them in a bid to provide approval • Perform marriage ceremonies by ensuring that proper licenses are obtained and documentation completed (authorized only in the states of Florida, Maine and South Carolina) • Create and prepare records of items notarized and ensure that they are in correct order for public reference

• Ascertained that all clients» records were properly maintained, and that follow - ups were handled according to facility protocol.

Maintained relationships and communicated with referral sources, including probation officers, regarding prospective client to ascertain treatment history / goals.

Interacted daily with clients to ascertain their needs and service requests.

PROPEL MARKETING, Baltimore, MD (6/2012 to Present) SEO Specialist • Confer with clients to determine their sear engine optimization needs • Plan and execute SEO programs such as opportunity analysis, campaign and planning and auditing and management • Provide tactical SEO recommendations to clients pertaining to product launches, website updates and locale - specific content optimization • Ascertain that webpages and applications adhere to SEO best practices • Work with marketing and communications staff to guide them about SEO and content creation efforts • Handle competitive marketing analysis and strategize and execute SEO campaigns for clients» sites • Create and upload compelling, keyword - optimized content for websites, blogs and articles • Conduct periodic audits for clients» accounts and provide troubleshooting and technical support • Manage team of outsourcers and outreach efforts and report on program performance

• Answered inbound calls from clients and provided them with required information • Made outbound calls to provide prospective and existing clients about new products and services • Resolved clients» issues, placing special focus on operating within the limitations of standard protocol • Created tickets and performed research work to ensure that they were timely closed • Ascertained that all clients» records were properly updated and maintained in a confidential manner

• Conferred with clients to determine their hair types and provided them with information on which products to use • Washed, conditioned and massages client's hair according to their specific instructions • Dried clients» hair, making it ready to be blow dried or straightened or curled • Assisted in handling inventory of salon supplies by ensuring that all needed items are available • Ascertained that robes and towels are gathered after use and washed and dried properly

• 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

• Greet new and existing clients and inquire into their needs for salon services • Provide information regarding services and associated prices provided by the salon • Assist clients in determining the type of service that will suit them and ensure an appropriate staff member is assigned to them • Schedule appointments with clients over the telephone and in person and send reminders a day earlier • Engage clients in conversation with a view to sell them the salon's retail products • Assist in conflict resolution with a view to retaining clients and repeat business • Create and display information of the salon's services and products in display windows • Assist with hair styling and other salon services in the event of staff shortages • Ascertain the cleanliness of the reception area and ensure that proper inventory of salon supplies is maintained

• Assess each assigned client to determine his or her needs for community rehabilitation and inclusion • Create and implement individualized plans to meet the requirements of each client • Meet with each client on a regular basis to identify and discuss any problems or issues • Provide support and advice through well - placed counseling services, in a one on one or group sessions • Refer to clients to appropriate specialists or community agencies, depending on their individual requirements • Act as an advocate of assigned clients, in front of families and government departments • Ascertain that the residential facility is conducive to clients» wellbeing and health • Intervene in crises situations, placing special focus on clients» safety and emotional wellbeing

OVERSTOCK, Baltimore, MD (6/2009 to 5/2012) SEO Analyst • Maintained current content by incorporating the right mix of content creation methods • Designed strategic content assets and programs to support strategic events • Created and uploaded compelling content based on clients» needs and business objectives • Ascertained that content quality and design and branding are upheld to maintain consistent writing styles • Monitored competitive market places for new design and content ideas

• Create schedules for each team member, and ensure that they carry out their duties accordingly • Manage the day to day running of the call center by ensuring that all equipment is properly sourced • Implement call center strategies and operations to ensure that the center runs appropriately • Indulge in carrying out needs assessments and performance reviews to ensure smooth operations of the call center • Oversee team members to ensure that that both inbound and outbound calls are being handled properly • Ascertain that team members meet sales goals given to them and those assigned to the team in general • Handle ticket generation and oversight duties, placing special focus on early resolution of clients» problems • Ascertain that all communications, records and data are timely updated and held in strict confidence