Sentences with phrase «client accounts»
The phrase "client accounts" refers to the individual or business accounts that a company manages on behalf of their customers or clients. It typically involves keeping track of their financial transactions, assets, or investments. Full definition
This means you can't just buy and sell investments in client accounts without getting permission first.
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Market fluctuations and other factors may cause decreases in the value of client accounts invested in these portfolios.
Experience with managing client accounts affecting in excess of 500,000 employees globally.
Serve as the primary relationship owner for an assigned group of top tier client accounts with responsibility for retention and growth.
Duties included offering insurance options to new and existing clients, and provided product education and client account management services.
This offer can not be combined with other New Client Account - opening cash Bonus offers.
A few samples of these are the account executives whose main purpose is to handle client accounts of a company and usually reports to the sales supervisor.
Solid track record of enhancing revenue via client accounts maintenance.
Managed multiple client accounts and able to meet strict deadlines.
You might have made a mistake on a high - profile presentation, or lost a major client accounting for nearly a quarter of your startup's revenue.
• Manage between 40 - 60 client accounts at any time and organize your schedule to maintain reliable relationships with each one.
Develop key relationships with existing client accounts, and successfully generate additional sales through up sales and cross selling strategies.
Reviewed client accounts and ensured general ledger accurately reflected transaction activity.
With exceptional organization skills and strong attention to detail, maintaining file systems, computer programs, and updating client account files are what I excel it.
Consequently, client account balances will never become negative.
Customer Account Specialists manage assigned client accounts for a company.
Must be able to research inquiries regarding client accounts.
Individual client accounts can also be opened under the master account.
Accounting Specialist Job Description: The primary focus of this role is to provide audit oversight for the monthly accounting of various client accounts.
I have a track record of maintaining and developing highly productive business client accounts and offering efficient financial advice as and when needed.
An analysis of the survey data found a correlation between law firms that discount and an increased number of past due client accounts.
• Completed individual and corporate tax preparations and critically analyzed client accounts and advised on possible tax benefits and next steps.
Process client accounts in accordance with the departmental and institutional policies and procedures.
A new separate client account is opened for any client for whom a Money Manager manages money.
A master account linked to an individual or organization client accounts.
Provided daily risk management by monitoring clients accounts and activity.
For those who have accounts with the firm the future seems rather uncertain, with the brokerage making no indication regarding what will happen to funds deposited into client accounts.
Client Account Coordinator is needed for a full - time temporary role.
• Complete data entry to ensure client accounts are up to date, and increase office efficiency so analysts can have more time for technical tasks.
Some employees moved off long - time client accounts, requiring a major transfer of knowledge.
Actual client accounts will hold different securities than the ones included in each index.
Managing client accounts goes well - beyond the typical «60 - days before renewal» routine of other insurance brokerages.
I've found that a simple tracking tool can help take the mystery out of client accounting schedules and can reveal a steady payment pattern.
An attorney may then assign it to the appropriate client account, or may choose to not assign.
Experienced account coordinator provides superior coordination of advertising client accounts.
Proven ability to grow key high - profile client accounts spanning multiple industries and distribution channels, while driving strategies to penetrate and develop new markets.
Most large investment managers have high minimums for clients opening an investment account client accounts.
At the same time, law firms are working hard to strengthen client relationships — making client accounts sticky — in order to reduce the risk of that happening.
The «account» part refers to client accounts created by advertising agencies — an account executive will be responsible for managing these accounts, and their respective clients.
Track record of retaining client accounts and enhancing sales.
There will likely be periods of time when client accounts fall in value, but that should not be a reason to jump ship if advisors communicate effectively.
Take some time to analyze your lead - generation results, or even create a simple spreadsheet to keep track of your biggest client accounts.