Furthermore, you can not select any particular stock holdings for your portfolio after
assigning account management to the team at FutureAdvisor.
Not exact matches
With larger, ongoing contracts involving multiple voices and languages, Ciccarelli will
assign an
account manager to work with clients, and charge a project
management fee.
During the rebalance phase of your
account management plan, you may need to cover trading fees
assigned by the online brokerages.
The American Express OPEN program makes card
management easy for business owners, offering free employee cards at no extra charge, individual spending limits on employee cards, mobile apps that allow you to track card usage, and the ability to
assign another party to manage the
account.
You authorize American Express Prepaid Card
Management Corporation (and its successors,
assigns and service providers) to initiate credit or debit entries to your
Account from time to time until your Card is cancelled and no further credits or debits are authorized under the Card Member Agreement.
Seasoned sales / sales
management professional with 20 + years of broad progressive experience maximizing revenue and ensuring customer satisfaction within
assigned territories and verticals expertise in
account management and in mentoring a successful sales organization demonstrated skill in building business and in solving complex problems in highly stressful situations recognized as a top performer in sales strategic manage...
● Responsible for other duties or projects as
assigned by local
management or referred by ITW Corporate
Accounting.
Point person for the monthly status meetings on
assigned accounts (including top
management, sales, customer service and supply chain).
Typical duties seen on an IT
Account Manager resume sample are networking with customers, ensuring that business needs are met,
assigning resources, preparing budgets, coordinating and motivating team members, and reporting to senior
management.
Specific work elements Delegating, supervising and reviewing responsibilities of subordinates, keeping detailed books,
accounts and records of the company, maintaining internal
accounting controls, hiring and training personnel required in achieving
accounting goals, monitoring
account receivables and solving payment problems, making recommendations about new
accounting programs and performing other duties
assigned by
management.
Reviewed credit applications of current and prospective customers, approving
accounts and
assigning limits up to $ 200K authority, recommending higher limits to upper
management for approval.
Responsible for complete and full customer satisfaction assuring excellent relations within
assigned accounts by recommending appropriate action and maintaining an ongoing awareness of existing and potential situations and communicating and coordinating support plans with customer
management.
ABOUT THE JOB (JOB BRIEF): Provide portfolio
management and investment support to enable
assigned Portfolio Manager (s) to effectively manage
accounts while maintaining an optimal level of client service.
- Building relationships the Company's established customer base - Corresponding with customers via phone and email - Issuing product availability, product lead times and pricing information to your
accounts - Taking and entering orders into the company's order entry (Sage) system - Coordinating order placement between multiple overseas production sites - Compiling all required documentation for shipping - Overseeing shipments and deliveries, and expediting them when needed - Managing your client's invoicing process - Maintaining and updating your client's files within the database - Monitoring sales data in order to assist with the
management of inventory levels - Preparing detailed reports for your customers as needed - Performing other duties as
assigned
Branch / General Sales Manager — Fastenal Industrial and Construction Supply, New Albany, MS 2007 to 2009 Successful development and execution of sales plans for
assigned territory, provided B2B and B2C sales,
Account Management growth, managed key accounts, and interfaced with all levels of m
Management growth, managed key
accounts, and interfaced with all levels of
managementmanagement.
Specific work elements Building and maintaining excellent client relationships, resolving client queries, researching and cross-selling additional products or services that could benefit clients, reviewing client's financial income and offering advice when necessary, compiling reports and completing workflows within set timescales and other tasks
assigned involved in
account management.
Dynamic, resourceful and dedicated
Account Management Professional with broad based experience in product knowledge, strengthening customer relations, business development strategies, and maximizing sales within
assigned territories in multiple industries.
Provide administrative support to
management, other departments and employees as needed * Any other duties as
assigned by supervisor Qualifications: * Dealership
accounting experience required.
Highly skilled in maintaining
accounting records and preparing
accounts and
management information for
assigned areas.
Coupled with demonstrated expertise in processing transactional
account data for
assigned areas of responsibility (including payroll, grants, cash
management and fixed assets and payables), I am positive that my inclusion in your team will be of great benefit to you.
Finance and Operations * General Office
Management and admin tasks as
assigned... Assist in maintaining accurate customer information in
accounting system * New customers - Credit...
DUTIES AND RESPONSIBILITIES INCLUDE BUT NOT LIMITED TO: • Maintain a complete understanding of the wireless industry, wireless phones, rate plans, features and services offered by Sprint • Build long - term customer relationships through timely
account management, and develop sales prospects and referrals • Actively work with existing customers to provide additional accessories, features and add - on's • Participate in outside sales generation activities — flyers, events etc • Proactively follow up with customer service • Meet and exceed month performance quotas set for both personal and store performance • Maintain store inventory in a secure area • Conduct daily, weekly and monthly counts of inventory as outlined by policy • Research inventory discrepancies immediately upon discovery • Ensure retail displays are complete and fully stocked, as well as price tags displayed in a clear and professional manner • Adhere to all iMobile equipment handling procedures and / or policies • Assist sales team in building customer base • Coach employees to actively work with existing customers to provide additional accessories, features and add - on's • Ensure each employee training and development meets all corporate established deadlines • Assist Store Manager with in store daily operations • Reconcile and deposit all cash daily as
assigned • Adhere to all company cash handling policies • Ensure sales floor is clean and organized • Complete daily tasks and reports as
assigned by store manager and iMobile
Offering three years» dedicated sales experience in a retail environment along with excellent customer customer
account management skills to meet and exceed the
assigned targets.
Handles tasks such as participating in
account management, conducting a structured review of current processes and business requirements, training customer administrators and end users, and other
assigned duties.
• Prepare
account reconciliations for
assigned balance sheets and incoming statement
accounts • Process transactional
accounting data such as payroll, cash
management and payables • Assist in the monthly closing of
accounts, paying special attention to minimizing discrepancies • Analyze transactions and standards related to manufacturing processes • Assist in the analysis of inventory and reconcile general ledgers to sub-ledgers • Ascertain procedural consistency in all
accounting processes and procedures in inter-company recording • Assist in the preparation of annual budgets, forecast and long - range planning • Handle travel and entertainment expense processing and provide oversight to the creation and maintenance of purchase orders
· Candidate must achieve sales goals and new
account acquisition targets as
assigned by
Management
Recruit, train and mentor internal sales team in
Account Management,
assign accounts to team members ensuring optimum coverage, and provide ongoing motivation and support.
• Provided
Account Management for all assigned accounts and ensured timely delivery of all electronic components from distributors to key account stakeh
Account Management for all
assigned accounts and ensured timely delivery of all electronic components from distributors to key
account stakeh
account stakeholders.
One West Bank / First Federal Bank of California, City • CA 1998 — 2010 Vice President, Branch Manager, Fairfax / PCH Office (2005 — 2010) Assistant Vice President, Assistant Branch Manager (1998 — 2005) Oversaw direction of
assigned retail branches, profitability and
account management focused on timely implementation of approved Bank's objectives, policies, procedures and regulatory standards.
Key Highlights: • Championed the achievement of monthly new
account production and branch goals as
assigned by upper
management.
Professional Experience The Hershey Company (Fort Worth, TX) 2007 — Present District Sales Supervisor (2009 — Present) • Provide relevant guidance, administration, and
management to the sale of product to both contracted and non-contracted convenience
accounts within
assigned district • Attend and participate in various trade shows to develop both product and brand awareness • Supervise staff of full - and part - time employees in all aspects of product merchandising within
assigned accounts • Develop and implement sales and marketing strategies while tracking progress versus established company benchmarkts
Responsible for cold calling to gain new customer acquisition and
account management with an
assigned customer base for contract renewals, MACD (moves, adds, changes and disconnects) trou...
Accounts Payable and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various related
accounting principles, regulations, and applications, continuously utilizing changes to business
accounting landscape within current responsibilities Apply various
accounting rules and GAAP procedures to critical functions, including the review and approval of journal entries, data and financial reconciliations, cash flow and discrepancy analyses, transaction
management, and other tasks Provide relevant oversight and administration to all aspects of
accounts payable execution, including billing and collections, vendor file maintenance, reporting, order processing, data and financial accuracy audits, and invoice
management Perform regular
account and payables reconciliations and variance resolutions to ensure accurate financials and provide continuous relevant insight into the financial health of the company Manage important and sensitive financial documents, receipts, correspondence, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various
accounting standards Perform analysis, research, and evaluation of current administrative and
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs, and drive revenue Facilitate the efficiency and implementation of all
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial
management Utilize technological resources, including software and
accounting applications, to track all aspects of
accounts payable and other financial operations as well as prepare important and sensitive cost, billing, and revenue documents Collaborate with respect to effective communication between all departments, including general
accounting and administrative personnel, and coordinate all daily business operations with leadership staff Address client, vendor, and
management queries, resolving them in an expedited manner Assist
management with various other duties as
assigned to facilitate efficient administration and operations
Bank of America -LRB-[Insert City, State]-RRB- 9/1988 — 11/1992 Customer Service Representative / Head Teller • Conducted customer transactions and processed new
account opening procedures / documents in a professional, client - focused manner which promoted business retention and branch revenue growth • Maintained detailed logs and records while organizing critical and sensitive client / branch files, providing oversight to and execution of various branch operations • Performed all required computer operations necessary to facilitate customer transactions, including data entry and
account maintenance tasks • Assisted
management with various other duties as
assigned
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various
accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting principles, regulations, tax codes, and applications, continuously applying changes to
accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting landscape to current responsibilities Apply various
accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement
accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting, cash flow analyses,
account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary
management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company
management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various
accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting standards Perform analysis, research and evaluation of current
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial
management to payroll Utilize technological resources, including software and
accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting applications, to track all aspects of firm
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance op
accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level
management in budgeting and corporate planning strategies Address client, vendor, and
management queries, resolving them in an expedited manner Assist
management with various other duties as
assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization
Key Highlights: • Instrumental in providing the highest quality of insurance brokerage and risk
management services to
assigned accounts.