Sentences with phrase «client financial agreement»

Our client financial agreement attempted to prepare consumers for these unforeseen and very unfortunate circumstances, and making clear that ultimately the responsibility for any unpaid balance is the client's, yet when insurance companies failed to follow through per the client's expectations, it was most often the midwife that suffered the burden of a disappointed client.

Not exact matches

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.

Financial advisors should immediately contact clients with prenuptial agreements to see if they're impacted.

During this stage, the business loan broker will go over the specifics of the financial agreement to ensure that the client fully understands what they are signing, how much funding they are receiving, as well as the payment terms and interest rates.

«Nothing in ERISA gives DOL authority to preclude financial institutions and their clients from entering into and enforcing arbitration agreements that include class action waivers,» Thrivent's complaint reads.

33 Page Client Welcome Packet: which includes Consent Form, Mutual Agreement, Hospital Transfer Policies, Financial Policies, Supply List, etc..

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

As part of the bank's agreement with Loblaw (TSX: L), CIBC will wind down PC Financial consumer banking and shift all clients over to the Simplii brand on Nov. 1.

As a certified divorce financial analyst working in the mediation process, I always review the details of the financial agreement with my client before they go their lawyer so that they are very aware of the agreement and what it means financially for them going forward.

France's prohibition on marketing to retail clients of over-the-counter (OTC) financial derivatives, such as forex, binary options and contracts for difference (CFDs), also includes sponsorship agreements, according to...

In addition, financial advisors / Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements.

As a certified divorce financial asset working with clients, I always make sure their entitlement is transferred and signed at the exact same time as the separation agreement.

The MFDA protects assets and cash you have invested, up to $ 1,000,000 per client accountAccount An agreement you make with a financial institution to handle your money.

Financial services are only provided to investors who become Nest Wealth Asset Management Inc. («Nest Wealth») clients by entering into a written agreement.

The fees paid to GRT Financial, Inc. are intended to compensate them for its efforts and will only be refundable to the extent they have not been deemed to have been earned in the manner described in the Client Agreement.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

In addition, financial advisors / Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements.

One of a family lawyer's main duties is to have their client's back when it comes to financial consequences of marriage and separation, whether it's a cohabitation agreement, a trial, or an application to vary support because of a change of circumstances.

Wealthfront's financial advisory and planning services, provided to investors who become clients pursuant to a written agreement, are designed to aid our clients in preparing for their financial futures and allow them to personalize their assumptions for their portfolios.

One of the oddities of family law, at least from a client's perspective, is that while the client may view «their case» in the singular, in reality, there may be several separate strands before the court, for example, the divorce (usually straightforward), financial provision (generally one application before the court, but with the potential to branch off down different routes particularly if enforcement is required), and arrangements for any children (hopefully, in most cases, capable of agreement without proceedings being issued, but sometimes not).

Advising an asset management client on platform agreements for VCTs and unlisted financial products.

The client's spouse issued financial proceedings in order to progress the financial settlement and set down a suitable timetable in order for the parties to gather their evidence that they wish to rely upon and help them reach an agreement.

Provides expertise on technology outsourcing matters, structuring transactions and agreements to clients in the technology and financial sectors.

Recent work includes advising a client in the financial services sector on the share purchase of a private limited company, and drafting a wide variety of contractual agreements, including third and fourth party logistics, freight forwarding agreements and general logistics agreements, for a high - net - worth company.

She believes that mediation helps avoid lengthy and costly litigation, by providing the clients with the tools to build a healthy parenting plan and a financial agreement they can abide by.

Grant has a wide range of experience dealing with all aspects of family law including divorce and dissolution; private law children matters (to include complex Children Act proceedings and removal from jurisdiction cases); financial cases (to include advising medium to high net worth clients; cases with trust and taxation elements, business and farming interests, pensions and foreign assets); pre-nuptial and pre-civil partnership agreements; separation agreements; cohabitation agreements and disputes and change of name deeds.

From simple loan agreements to the most complex of structured debt arrangements, our specialist banking and finance lawyers help our clients achieve successful, timely and cost - effective outcomes to financial matters, with the minimum of fuss.

The agreement brings together MCP's extensive team of specialized mission - critical communications professionals and the strategic and financial backing of Egis Capital Partners, positioning both companies to create greater value for clients and drive the digital transformation of the public safety communications sector.

Angela oversees all aspects of client management, including preparing financial material, drafting court documents, agreements, and assisting clients through the day to day process of dealing with a family law matter.

Compliance with this requirement is expected by June 2017, and financial intermediaries are to have commenced the process of revising and updating client agreements to include the prescribed clause verbatim.

We also assist clients with trust administration, certified financial planning and prenuptial agreements.

Keith also regularly assists clients with limited liability partnership agreements, financial services advice, commercial agreements and other advice on company law issues.

The law firm of Phyllis G. Bossin & Associates, A Legal Professional Association, serves clients in a broad range of family law matters, including dissolution of marriage, divorce, child custody, complex financial and property issues, prenuptial and cohabitation agreements, post-decree modifications, and paternity.

Acting for banks and financial institutions in relation to breaches of retainer agreements entered into with clients and also wrongful termination of retainer agreements.

Whether working with domestic or international clients, she deals with complex financial claims, children issues, pre and postnuptial agreements and cohabitant disputes and has extensive experience advising on cases involving trusts.

Skills listed on example resumes of Patient Services Representatives include establishing financial agreements with clients to reduce financial risk, and scheduling appointments in a manner that recognizes the urgency of patients» complaints.

ACCOMPLISHMENTS • Replenished the finance department via a challenging recovery of debts worth 200K for the company • Negotiated a very difficult client party and came to terms for a full payment agreement to replace the initially determined lease project, keeping the company's financial interests in view

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Writing the Pharmaceutical Sales Rep Resume Template Create Resume Sales leaders are those who regularly achieve set goals for client acquisition, financial agreements and account management.

Office of Income Maintenance / State of Pennsylvania, Norristown • PA 2003 — 2006 Income Maintenance Case Worker Provided public assistance program support, interviewed candidates, established and maintained client «Agreement of Mutual Responsibility», assisted clients to identify and remove barriers to financial self sufficient goals, determined qualifying assistance programs and referred to appropriate and available services.

AREAS OF EXPERTISE IT Account Executive * IT Delivery Executive * IT Transition & Transformation Executive * Program Management * IT Mgmt for Divestitures & Acquisitions * IT Service Delivery & Application Mgmt * ITIL Foundations Certified * Information Mgmt Planning * Financial Management Upon Delivery executive responsible for all IT services and agreements with manufacturing clients.

Professional Experience United Media — a division of E.W. Scripps (New York, NY) 1988 — 2011 SVP / General Manager — Syndication & Web (2002 — Present) • Outline financial and strategic direction of business operations, directing all aspects of syndication division including sales, editorial, web, customer service, administration and production • Identify, develop and launch unique, valuable IP created by artists, writers and producers, including Dilbert and Big Nate • Negotiate client, talent, licensing and vendor agreements, working closely with in - house and external legal teams • Develop pricing strategies, competitor and market analysis, marketing and business plans for over 200 properties • Manage key talent relationships with IP including Charles Schulz / Peanuts, Scott Adams / Dilbert and Gemstar • Oversee and direct content for first and largest consumer - facing website in industry, comics.com, developing subscription and ad - based models and creating new features including e-commerce, widgets, RSS feeds and animations • Increase revenues, manage expenses, streamline workflows and create team environment to increase productivity, consistently exceeding profitability goals within a declining market segment

Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer service, and finances for multiple establishments Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintain profit / loss statements, and ensure overall financial health Determine employee schedules, responsibilities, and dress code Increase sales through effective marketing and customer service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Develop a loyal client base through excellent customer service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Perform administrative duties such as data entry, filing, faxing, and phones as needed Fluent in Albanian, English, and Spanish.

Business Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer service, and finances for multiple locations Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintain profit / loss statements, and ensure overall financial health Determine employee schedules, responsibilities, and dress code Increase sales by 5 % each year through effective marketing and customer service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Develop a loyal client base through excellent customer service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Completed management training program through Fatburger corporate university Certified in ServeSafe food handling procedures Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent brand with positivity, dedication, and professionalism

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Consistently exceeded sales goals through cold calling, networking, and other tactics Created and presented product and services demonstrations resulting in 75 % increase in new business Authored company financial and sales reports to determine trending and growth opportunities Designed and implemented comprehensive marketing campaigns including all collateral materials Negotiated contracts and agreements with vendors, distributors, and partners Delivered exceptional customer service resulting in client satisfaction and repeat business Built and strengthened relationships with key clients, partners, industry figures, and community leaders Consistently promoted and awarded for excellence in sales, customer service, and leadership

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Property Management — Duties & Responsibilities Coordinate regular maintenance and repairs as well as emergency resolution through the efficient management of maintenance team and general / sub-contractors, also participating in restoration and renovation projects to ensure timely completion within designated budgets Develop annual property budget and monitor with monthly variance reports, preparing financial statements and various regular and ad - hoc reports on property status, including occupancy rates and lease expirations Provide relevant oversight and administration to tenant build - outs, utility service termination and transfer, supply purchasing, and building consolidation processes Support firm management to aid in effective customer service, maintenance, and general property operations, delegating important tasks and assignments while overseeing all critical management aspects Organize, manage, and execute all aspects of the lease process, facilitating the ease of operational aspects as well as price / term negotiations, rental agreement reviews, rent collection, impounds, and tenant eviction as necessary Generate increased revenue through tenant referrals as well as consistent lease renewals through effective service and timely issue resolution Identify and develop talent among hired staff and property personnel, utilizing focused training efforts within a performance - based work environment designed to utilize the critical strengths of assistants, supervisors, and techs Provide continuous assessment of property usage and needs, while furnishing oversight and guidance regarding effective preventative maintenance programs, renovation considerations, and cost reduction / control measures Maintain a strong working knowledge of the leasing property, respective marketplace, and general economic trends Act as a liaison between clients, vendors, sales personnel, support staff, and senior management to facilitate information flow and drive operational efficiency

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Consistently exceeded sales goals through cold calling, networking, and other tactics Authored company financial and sales reports to determine trending and growth opportunities Negotiated contracts and agreements with vendors resulting in significant company revenue Delivered exceptional customer service resulting in client satisfaction and repeat business Conducted periodic client account reviews to ensure high level service and information accuracy Resolved customer service inquiries in a timely, positive, and professional manner Built and strengthened relationships with key clients, partners, and industry leaders Responsible for e-commerce technology and client information database Provided IT support, quality assurance analysis, and system upgrades to increase efficiency Authored and presented reports to senior leadership regarding data management best practices Consistently promoted and awarded for excellence in sales, customer service, and leadership

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed