Sentences with phrase «clients financial guidance»

You will provide to our clients financial guidance and make recommendations on how to best utilize their money.

Parliament is presently considering the Financial Guidance and Claims Bill to bring together various free - to - client financial guidance services and transfer regulation of claims management services to the FCA.

Not exact matches

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

NCIA and its members will continue to call on Congress to provide even further clarity for financial institutions serving the industry, but today's guidance clears the way for banks to accept state - legal cannabis businesses as clients.

As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

With $ 1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full - service financial advisors and 3,350 licensed bankers.

The primary goal of the agency was and is to offer not just financial and contractual advice to its clients, but also editorial guidance and support.

We only invest money for clients under the guidance of a written financial plan, we don't accept any «investment only» clients (We call that naked investing).

Our courteous and experienced staff members are devoted to assisting clients resolve their financial difficulties by giving them the necessary guidance and support for their successful completion of our fiscal programs.

Your clients look to you for financial guidance.

Not only does an art publisher provide operational, promotional, and financial guidance, but also, and perhaps most importantly, a publisher maintains a client list of galleries and retailers around the world in which to sell the art they «publish.»

So far as guiding the conduct of financial advisors were concerned, provided they complied with «the relevant law, regulations, regulators» rules and guidance and standards, relevant codes of practice and, where appropriate,... good industry practice», they could be assured that they would not be liable to their client in the absence of some exceptional factor requiring a different decision.

However, the guidance or advice they provide may result in financial losses to clients.

We work closely with our clients to ensure they get the advice, guidance and ongoing support, as well as the financial compensation, they deserve.

The role will involve providing financial analysis and reporting and offer advice and guidance during pricing of bids, tenders and client proposals.

On all types of matters, clients receive guidance from the firm's specialized cross-practice teams, which develop an understanding of each situation, assess potential reputational harm and evaluate financial risk.

A highly regarded public speaker, writer and community advocate, Vertz blends his financial analysis skills and legal expertise to provide clients with comprehensive guidance.

His guidance and representation allows clients and their project teams overcome the inevitable mix of legal, technical and financial challenges they face, such as:

Every client is unique, and there are many factors that we take into consideration when providing quotes and financial guidance.

Throughout my experience as a global financial and investment professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my clients, employers and staff.

Throughout my experience as real estate sales professional and Property Manager, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions.

Throughout my experience as a financial accounting professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing today's tough economic times.

Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a thorough financial plan and to provide investment strategies, tax projections and financial guidance.

Financial Consultants help their clients develop customized financial plans and provide guidance on insurance, investments, retirements, andFinancial Consultants help their clients develop customized financial plans and provide guidance on insurance, investments, retirements, andfinancial plans and provide guidance on insurance, investments, retirements, and savings.

Throughout my experience as a financial and banking professional, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative client financial solutions to the complex issues facing my employers and staff.

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

CG HEADQUARTERS, Stockton, CA 5/2013 to Present Accounting Coordinator • Facilitate communication channels between company, clients, suppliers and lenders • Ascertain that all incoming and outgoing invoices are accounted for and any changes to accounts are legitimate • Provide guidance in maintaining accounts payable records and updating databases • Collect and organize financial information and organize it for tax and audit purposes • Apply standard controls when transferring data between two mediums • Duplicate files for security purposes, make adjustment entries and authorize invoices that are non-standard in nature • Prepare accounting reports and ensure that they are reconciled • Anticipate petty cash needs of each department and ensure a proper cash flow • Analyze accounts to ensure their accuracy and compile statistical reports • Prepare correspondence to communicate with various internal and external agencies

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andClient Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andclient base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services 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 Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Event Planning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevant tools

Merrill Lynch Credit Corporation (Jacksonville, FL) 1994 — 1999 Senior Loan Administrator • Managed multiple commercial and residential real estate loan portfolios • Reported, remitted, and reconciled loan financials for investors • Provided guidance and support to junior loan executives • Served as liaison between senior leadership, loan department, and clients

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

Demonstrated history of successful financial guidance and service for clients.

Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency

Savannah Bar and Grill Restaurant (Osaka, Japan) 2004 — 2006 Owner • Responsible for marketing a high profile, American inspired restaurant in Japan • Build corporate reputation for quality food and service through effective brand management • Strengthen professional relationships with partners, clients, and local media • Offer financial guidance and management as the primary corporate investor

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor

Demonstrated history of successful financial administration and effective strategy implementation, while providing high - quality guidance to clients and management as well as facilitating solid client relations.

The «Special Payments Guide» is the CMS's own guidance on whether financial compensation should be paid to clients and, if so, how much is appropriate.

«We give our clients the support and guidance they need to focus on what really matters; the well - being of their children and their financial security after divorce.

With the Collaborative Process, clients are provided the support, protection and guidance of their own lawyer plus the option to call upon mental health and financial professionals.