Sentences with phrase «client assets reached»

Net new asset inflows continued in the first quarter of 2014 when total client assets reached a record high of $ 2.31 trillion according to Charles Schwab's first quarter earnings release.

Over the next seven years, shareholders enjoyed a 500 % return as the firm grew its market cap from $ 700 million to $ 10 billion, and client assets reached $ 280 billion.

In that time, shareholders earned a 500 percent return, market cap increased from $ 700 million to $ 10 billion, and client assets reached $ 280 billion.

Not exact matches

Wealthsimple announced in March that it had reached $ 2 billion in client assets and 65,000 clients, with the «majority» in Canada.

The heat of this side of the coin has started reaching another side where startups and SMBs are also facing equal challenges while hunting right human assets and to deliver the quality solution to their clients and users.

Even if these potential clients do not have job ads up at the moment, if you feel you would be a really great asset to their eLearning projects you can reach out and let them know.

Wealthsimple announced in March that it had reached $ 2 billion in client assets and 65,000 clients, with the «majority» in Canada.

These values extend from a broad internal investing capability, which reaches all major asset classes, to subadvisor partners, to the distribution team that supports advisors and clients.

Advised clients in obtaining guardianship of the person and estate over son who was turning 18 and court agreed to waive ongoing accounting requirement until son's assets reached certain dollar amount

Add to that the metadata of those documents, then expand further beyond into other internal firm assets from accounting and HR, and more, and you've got access to historical data that reaches across clients, trends, industries, markets, and time.

Such clients do not need to go to a cryptocurrency exchange, they need just to reach a cryptocurrency broker, and invest money into crypto assets, using one of their current accounts, already serving to invest in stocks or indexes.

Trained sales assistant on how to effectively establish media partnerships, reach out for media assets, and manage campaign purchase orders for all clients campaigns.

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business

I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.

Her creativity is an asset, too, in finding ways to help clients and to reach her goals.