Sentences with phrase «clients with information on»

• Assess the need for recreational activities for registered groups • Identify each group's special recreational interests • Design and develop recreational activities such as camping and sports to meet each group's needs • Coordinate the details of each recreational program on a day to day basis • Plan, organize and instruct specific classes, activities and holiday programs • Arrange for premises to be secured in sync with each program's requirements • Ascertain that secures premises are cleaned and maintained before and after each activity • Meet with vendors, suppliers and agencies to secure delivery or supplies and services • Provide clients with information on available recreational avenues and their monthly fees • Evaluate the efficacy of implemented programs and ensure that amendments are made to them so that more value can be derived out of them • Schedule program activities and volunteers and handle recruitment, training and deployment activities • Prepare recreation plans and ensure that each activity is carried out according to the plan

• Welcome clients and inquire into their purpose of visit • Listen intently to determine clients» requirements and provide suggestions on procedures • Interview clients to determine if they have any medical conditions that may hinder therapy treatments • Ask for and verify doctors» orders (if any) to ensure that the treatment is safe for the client • Provide clients with information on different types of available therapies and procedures such as facials and manicure and pedicure • Arrange for auxiliary treatments to be administered during main procedures

• Highly experienced in providing clients with information on available properties by indulging in «initial pitch» activities • Unmatched ability to carefully and articulately handle confidential information such as rental and sale deeds, and clients» personal information • Able to effectively liaise with property managers and real estate agents to ensure that their office administration needs are fulfilled at each step

• Assisted in determining financial solutions for new clients intending to invest in the stock market • Performed research and analysis on current viable stocks and provided information to clients on whether they should invest or look for other opportunities • Provided clients with information on stock market trends and fruitful stocks to invest in • Handled clients» hedging and carry - over trading needs by providing them with information on ways of investing through these avenues • Indulged in buying and selling activities on behalf of clients by following designated buy / sell protocols • Provided confirmation to clients regarding executed orders and assisted in creating and distributing execution reports

BODY AESTHETICS, Monroe, NC Summer 2014 Weight Training Apprentice • Assisted clients in understanding the use of training equipment • Provided clients with information on nutrition and lifestyle changes • Checked and recorded clients» progress and ensured that it is in accordance to their individual goals • Helped clients with their workouts by constantly motivating them • Tracked client paperwork and recorded training sessions for payment purposes • Conducted personal training sessions for new clients

Motorcycle Mechanic Wrench Moto, Summerville, SC 6/2011 — Present • Confer with clients to determine their motorcycle repair and maintenance requirements • Inquire into problems that clients are facing with their motorcycles, mopeds and ATVs and make correlating notes • Inspect vehicles to determine which part is providing trouble and provide feedback to clients • Estimate costs of each repair or maintenance module and provide clients with information on repair and / or maintenance timelines • Listen to engine sounds and determine requirements for repair or replacement

• Assisted clients in filling out loan application forms and ensured that all information is correct and complete • Provided clients with information regarding the bank's financial products and services • Verified information provided by clients by contacting their employers and credit bureaus • Ascertained that all paperwork and additional documents are present with each loan application • Followed up on loan statuses and provided clients with information on which stages their applications are on

• Carry out customer services management • Provide clients with information on products and services — both on the telephone and in person • Investigate clients» problems and make speedy solutions • Train new customer service representatives and helping managers build up existing representatives» skills • Reply to email queries and manage other correspondence • Perform basic office and administrative roles

• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in developing their investment strategies by explaining concepts such as carry - over trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks • Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems

• Identify clients» requirements by conferring with them and providing them with an overview of possibilities • Draw electrical project specifications and provide clients with information on how a project will be implemented • Work according to project specifications and technical drawings and manage any redesigning needs as the project proceeds • Create models and prototypes using 3D design software • Propose modifications on existing and pipeline projects • Make - certain that the final product qualifies quality standards • Test run each module of each electrical project and make necessary changes • Prepare project documentation for each module • Write reports at the completion of testing and prepare corresponding presentations • Monitor existing products to determine design improvements for later ones

They maintain knowledge of popular investment opportunities and provide their clients with information on... Read More»

• Wrote a small booklet on prequalification requirements, as part of the client education program • Prepared complete loan application packages and appropriately input loan applications • Advised and educated clients on home - buying or refinancing processes in a bid to better their mortgage obtainment chances • Prepared loan applications and assist clients in filling them out • Provided clients with information on rate info and associated fees • Collected all required documents from clients and converted them into paperless form • Submitted mortgage loan applications and followed up to expedite them

• Provided existing clients with information on their accounts such as balances and overdrafts • Set up accounts so that they were available to clients during all hours of the day • Presented the bank's services and products to corporate clients through well - developed presentations • Performed cold calling and lead follow - ups tasks to ensure that personal and organizational goals were met efficiently

• Prepared correspondence such as client information letters and internal memos and ensured that they are sent to the correct recipients • Provided clients with information on their application statuses over the telephone or in person • Arranged for clients to be connected to real estate agents or financers, by first ensuring availability of the latter • Prepared rent and sale deeds according to specified formats • Ensured the confidentiality of all information such as clients» personal details and application progress

Bank Teller • Welcome clients and establish relationships with them in a bid to provide exceptional customer services • Interact with clients in order to understand their banking and financial needs • Provide clients with information on latest products and services that they can gain from • Assist clients in fulfilling their banking needs by directing them to concerned banking officials • Create a list of potential clients leads and provide marketing / relationship managers with information on those leads • Receive and process financial instruments such as checks and cash • Ensure that there is enough cash in the cash drawer at the beginning of each shift • Make sure that the cash drawer is tallied at the end of each shift • Handle any discrepancies in cash on immediate basis • Create end of the shift cash and client reports on a daily basis

• Greeted clients as the approached the front desk and inquired politely into their purpose of visit • Provided clients or prospective clients with information on the company's services and availability of real estate agents • Assisted clients in filling out personal information forms and ensured that all client information was filed securely and confidentially • Created and maintained effective liaison with suppliers to ensure timely delivery of office supplies and equipment • Ascertained that the front desk and waiting areas were kept clean and maintained at all times

• Vigorously welcome clients as they enter the display center / office and inquire into their rental vehicle preference • Proactively provide clients with information on available vehicles within their budgets and show them vehicle interiors • Timely respond to clients» questions regarding benefits and features of each vehicle in a bid to interest them in renting from the company • Explain the registration and qualifications procedures, and provide assistance in filling out forms • Accompany clients on test runs, and explain maintenance and care procedures for the vehicle • Process paperwork required to complete the rental process and hand over keys / vehicle to clients • Follow up on clients to ensure that they return the rented vehicle on time • Perform check - ups on returned vehicles to ensure that they are in proper working condition

• Provide clients with information on available services and products.

Apart from their usual job of providing tier one services, a veterinary receptionist will do a number of other jobs which may include setting appointments, welcome clients and animals to the clinic, assist with filling out forms and provide clients with information on clinical procedures.

Tk Worldwide, Nolensville, TN 5/2011 to Present New Car Sales Manager • Oversee staffing requirements and hire and train new employees • Set sales objectives for each individual sales representative • Provide assistance in carrying out duties so that individual sales objectives are met • Give sales representatives a clear picture of the overall goal of the company and ensure that their individual objectives are in accordance to the big picture • Assist clients in choosing cars of their choice by providing them with information on popular brands • Provide clients with information on car features and accompany them on test drives • Forecast sales and expenses and ensure that profits are maintained accordingly • Develop and implement effective customer relation policies • Interact with vendors to procure new models and makes • Prepare annual budgets for the sales department and ensure that all administrative activities are performed by remaining within the budget • Direct and schedule activities of sales representatives and stand in for absent employees

• Provided clients with information on how to handle paybacks, including monthly payments • Followed - up with clients to ensure that they pay their monthly payments on time • Maintained clients» records by updating payment and account information • Executed comprehensive collections strategy of both oral and written communication with clients who are past due • Made calls to delinquent account holders and provided them with information on outstanding payments

I am tingling with excitement on the opportunities I will open up for my clients with the information on personal branding and career communication documents from this class.

Provide clients with information on company products and services in order to address their inquiries

Provided clients with information on proper home - care regimens, preparing flyers and handouts to educate clients on proper techniques

The report includes an investment guide for the company's clients with information on blockchain and crypto assets along with FAQ that answers the most basic questions newcomers in the crypto space are likely to ask.

Vets at Integrative Pet Care will be able to assist clients with information on symptoms of ovarian cancer as well as on finding more information and, if necessary, medical assistance.

I provide my clients with information on market seasonality and information relevant to what is happening in their specific neighborhood.

Health coaches can provide clients with information on optimal nutrition and the importance of exercise, but what works best for a client must ultimately come from within them.

Combining our global reach and years of experience, we furnish our clients with information on corporate governance, SEC and SRO rule changes, and emerging governance issues in real time.

Not exact matches

On these visits, the manager would gather information on the local regulatory environment, and also set up meetings with current or potential clientOn these visits, the manager would gather information on the local regulatory environment, and also set up meetings with current or potential clienton the local regulatory environment, and also set up meetings with current or potential clients.

During a call with media Wednesday, Bank of America executives declined to comment on specific client information.

Fundbox uses a proprietary algorithm to gauge likelihood of repayment, starting with your financial data — including accounts receivables, client financial statements, cash flow and payment history — and moving on to public data such as credit ratings, government information and social media accounts.

They also consult with the client to obtain additional information on taxable revenue, expenses and allowances.

«We began our own internal investigation, and through that process, approximately six to eight weeks ago, we discovered that the former employee attempted to download client information,» Bill Rogers, chairman and CEO, said on a call with analysts, according to Reuters.

Since advisers have a wide variety of clients with different needs and goals, we offer them a wide variety of detailed information on stocks, their dividends, and ETFs.

This may include, but is not limited to, the misuse of client orders, positions and other information, along with the increase in the amount of risk on the balance sheet that could result in a lack of security of client funds if the broker were to fail.

Legal expense insurance gains in popularity Reinsurance takes hard look at quake threats New pressures on Errors & Omissions could mean you wind up in court KPMG chats with Top Broker about its world view How identity theft victims» information is misused RSA helps entrepreneurs get social How to wow clients with a great meal and a touch of class

However, buyer personas also include specific demographics data and information on aspects such as their online behavior, personal, professional, and relationship with us — that is, you're not interested in a «group of people», but that particular «individual» that turns out to be your «ideal client».

In 2013, the Corporation for Social Security Claiming Strategies was formed and one year later, A Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies was launched endeavoring to provide advisors with the knowledge necessary to advise clients on the intricacies of the Social Security system and teach them to utilize that information as the foundation for retirement income plans sustainable throughout their client's lifetime and beyond.

The collaboration with Algomi will give the custody bank's clients the ability to make select corporate bond holdings information available anonymously on the Algomi Honeycomb network of market participants.

Although Butterfield Foods gleans much of its information regarding new trends from clients, the team also works with its suppliers, restaurants and other retailers to develop bold, on - trend flavors and incorporate these into new products.

In addition, Banco Popular redesigned the business banking section of its website with new customer tools and detailed information on offerings and other information, all of which was designed to give clients 24/7 access to valuable tools and information.

The death rates are appalling and the fact that so many «high risk» births were allowed to go forward as home births is also appalling, I would suggest that a lack of training among non-CNM midwives would be obvious to MANA based on the fact that they can't even follow up with their clients for the most basic of information.

Plus, traditional family court decisions rely on infrequent contact with a family and often incomplete information aided by lawyers who may withhold or manipulate information to protect their clients.

Reform advocates also want greater disclosure of lawmakers» outside income and more information on legislators» whose law firms have clients that do business with the state.

However, if a paid consultant «controls the delivery» of a message by encouraging an editorial board to support a position on a specific government action favorable to a client, then the consultant may need to register with the Commission and disclose information about the underlying client relationship.

Our existing clients were also very impressed with the results and were reassured when key information on press adverts we had designed for them featured prominently on the heat map results.»

For more information on how to apply foam rolling techniques with your clients, check out the NASM Certified Personal Trainer programs and the how - to videos on our NASM YouTube channel

You also work with a practice client of your choosing throughout the year, applying what we have learned and developing a plan for them based on information gathered from an initial interview, food journals, and a Nutritional Assessment Questionnaire (basically an analysis of symptoms).

I've always had business cards on hand to exchange contact information with future clients, but I decided to update my information and photographs by using Moo.com.