Sentences with phrase «daily client information»

Manage daily client information, identify areas of improvement and provide solutions.

Not exact matches

The CDS computers keep track of the aging of invoices from every client, plus information from other sources, and produce an internal report Leff calls the «Daily Flash.»

For daily access to the information, clients can log on to the password - protected Legacy South Web site (www.legacysouth.com).

(A Bloomberg spokesperson declined to comment, but provided information that said Bloomberg's clients exchange 200 million messages and engage in 15 to 20 million chats daily on its platform.)

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

The Daily News first reported this afternoon that Garcia, considered a possible challenger to Democratic Attorney General Eric Schneiderman, is being retained after lawmakers received letters from the commission seeking more information on their non-public income and the identity of their legal clients.

Training and Nutrition Two days of world class education will ensure fitness professionals come away having taken on board practical and evidence based information that can be applied on a daily basis in a facility or online with clients.

Though the information provided by CreditKarma is not detailed, the free service monitors clients» TransUnion reports and they may obtain daily summaries from TransUnion.

The performance information displayed here is calculated on a daily time - weighted basis, including cash, dividends and earnings distributions, is presented «net of fees,» and reflects the deduction of IB Asset Management advisory fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.

Fidelity Institutional Find financial information about our institutional services, including client assets under management and daily commissionable trades.

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

For more information, visit our website at www.VetEyeCenter.com Responsibilities include taking phone calls from referring veterinarians and clients, appointment scheduling, customer service, collecting payment from clients at the time of service, daily hospital income reconciliation, staff management / scheduling, and medical record management.

6.2 The following security measures will be followed to ensure that client personal information is appropriately protected: · Client / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informclient personal information is appropriately protected: · Client / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informClient / patient files are kept in a secure location · Client files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informClient files on computers are kept safe with passwords and firewalls are monitored daily 6.3 We will use appropriate security measures when destroying client's personal information such as shredding documents and deleting electronically stored informclient's personal information such as shredding documents and deleting electronically stored information.

The goal of Veterinary Daily News is to increase your veterinary hospital's online visibility while simultaneously providing an effective tool by which to communicate relevant information to existing and potential clients.

Cienna ensures accurate records and helps manage and systematize the daily information we receive from clients hoping to become forever homes of a Crockett Doodle.

It remodels daily practices, improves workplace structures, strengthens reporting relationships, enhances information sharing, drives client engagement and increases market competitiveness.

This system needed to provide lawyers with seamless access to all case and client documents, a view of daily tasks and events at - a-glance, the ability to search all firm and third - party information, and a better way to communicate with colleagues.

So, show the client how to make a comparable index of the client's own records, which will give the client as much useful information for doing business daily, as do its financial records, as well as provide continuous preparation for e-discovery and trial.

According to Online Daily Media, in Rocky Mountain Bank - v - Google, Inc. the bank explained that it had sent a file containing a wealth of sensitive information about clients by email to the wrong Gmail address.

Online legal information site International Law Office was launched in 1998, and Lexology, a daily newsfeed of law firm client alerts, articles, and blogs, in 2007.

It also stores daily historic snapshots of PACER data, providing information about which attorneys and law firms worked for which clients at any given time.

One of the functions of the records management lawyer would be to teach clients indexing (clients know the keywords of their business vernacular), and persuade them that they would get as much useful information for doing business daily as they do from maintaining their financial records in a continuous fashion.

Prepared chart for daily assignment of duties to different laborers and workers and provided information about site progress to respective clients

Daily duties seen on a Customer Service Operator resume sample are determining customer requirements, obtaining relevant information, diagnosing technical problems, offering solutions, forwarding escalated problems to managers, and maintaining client interaction records.

RECRUITMENT CONSULTANT BIRMINGHAM CITY CENTRE # 18 - # 22K PA PLUS UNCAPPED OTE If you have the drive and ambition to succeed in a highly pressurised environment Extra Personnel are currently recruiting for: INDUSTRIAL RECRUITMENT CONSULTANT Hours of Work — Monday — Friday 40 hrs per week with flexibility to the business KEY DUTIES OF THE RECRUITMENT CONSULTANT * To identify suitable candidates for current and prospective industrial clients * Conduct interviews and full reference including right to work for all workers * To canvass new and existing clients to generate new business opportunities * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * To conform to all statutory employment and contractual legislation * To ensure all administrative requirements are satisfied to ensure candidates are paid correctly, promptly and customers are invoiced promptly and correctly * Covering out of office calls and demands on a rota requirement * On time reporting of key information to Extra Personnel SKILLS REQUIRED FOR A RECRUITMENT CONSULTANT * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from worker to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment Consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 days plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

Selected accomplishments: • Increased efficiencies & reduced production turnaround time 25 % by utilizing functional prioritization • Reduced cancelled orders 30 % and salvaged the threatened loss of key accounts by initiating daily and weekly communications reports and focusing on personalized client supervision • Recognized Client Relationship Specialist and preferred project manager by major national accounts • Key contributor in improvement of inter-departmental project flow by assisting in the establishment of real - time based deadlines for order entry and job order release • Improved office efficiency by initiating purchase order requirements and pre-production checklists implemented by company president for use throughout customer service department and included in new client information packets • Strengthened inter-departmental relationships by practicing team focused recognition and open communication • Won the respect of all department managers, company president and owner as recognized by receiving MVP employee of the quarter award January 2007Page TwoMarketing Manager, Company Name7 / 2002 — 7 / 2004Created and implemented successful internal and external store marketing proclient supervision • Recognized Client Relationship Specialist and preferred project manager by major national accounts • Key contributor in improvement of inter-departmental project flow by assisting in the establishment of real - time based deadlines for order entry and job order release • Improved office efficiency by initiating purchase order requirements and pre-production checklists implemented by company president for use throughout customer service department and included in new client information packets • Strengthened inter-departmental relationships by practicing team focused recognition and open communication • Won the respect of all department managers, company president and owner as recognized by receiving MVP employee of the quarter award January 2007Page TwoMarketing Manager, Company Name7 / 2002 — 7 / 2004Created and implemented successful internal and external store marketing proClient Relationship Specialist and preferred project manager by major national accounts • Key contributor in improvement of inter-departmental project flow by assisting in the establishment of real - time based deadlines for order entry and job order release • Improved office efficiency by initiating purchase order requirements and pre-production checklists implemented by company president for use throughout customer service department and included in new client information packets • Strengthened inter-departmental relationships by practicing team focused recognition and open communication • Won the respect of all department managers, company president and owner as recognized by receiving MVP employee of the quarter award January 2007Page TwoMarketing Manager, Company Name7 / 2002 — 7 / 2004Created and implemented successful internal and external store marketing proclient information packets • Strengthened inter-departmental relationships by practicing team focused recognition and open communication • Won the respect of all department managers, company president and owner as recognized by receiving MVP employee of the quarter award January 2007Page TwoMarketing Manager, Company Name7 / 2002 — 7 / 2004Created and implemented successful internal and external store marketing programs.

Processing internal information requests to support daily operations and growth as well as following up with existing and potential partners / clients by email and phone call to extend business opportunities

The main duties listed in a strong resume sample are greeting and registering clients, following office protocols, offering information and assistance to patients while filling in forms, updating databases, maintaining confidentiality, and handling daily appointments.

Responsibilities include: greeting visitors, collecting patient information, directing patients to exam rooms, sending specimens to the laboratory, maintaining daily schedule, answering to client inquiries, handling the correspondence, attending clinical meetings, updating patient information, and ordering supplies.

Daily activities these professionals perform are explaining mortgage conditions to customers, collecting customer information, discussing financial needs with clients, and deciding if mortgage should be provided to a client.

Main role was to enter daily manifest data into roll - off and tractor trailer summaries for billing included client information, type of haul, tonnage, net weight, miles of travel and driver hours.

This is great information to help you serve your clients, set up success systems, and use daily in your career coaching practice!

Manipulate data from three online source systems using complex excel formulas to create daily reports used to verify client account information and update cost basis as necessary for over 50 client accounts

Highlights Able to provide support to high - level executives while simultaneously managing the office Act as gatekeeper Maintain the schedules of several executives Coordinate meetings, travel plans and appointments Excellent customer service skills Compose and send various documents and correspondent emails for executives Maintain large quantities of client files Research facts provided in documents for accuracy Proficient in Microsoft Office Strong communication skills Experience Executive Assistant 2/1/2011 — Present ABC Company — Augusta, GA Oversee the daily operations of the office while supporting three executives Update client files when needed and keep them filed properly Schedule various appointments, meetings and trips for executives Research information and compile data for various reports, documents and presentations Manage correspondence between clients and vendors Maintain the cleanliness and order of the office

WORK HISTORY Pulsepoint — Baltimore, MD Sales Assistant March 2010 — January 2013 • Assisted with daily administrative operations and processed incoming businesses • Handled RFPs and prepared competitive reports • Serviced clients in accordance to demand and supply • Processed sales leads and performed trade show follow up activities • Processed sales data and progress reports • Answered telephone calls and provided required information • Performed data entry services

* Maintained information on the company's email creation platform, and used platform to create daily and weekly marketing emails for a variety of clients.

Highlights Office Management Maverick: provide support to high level executives while simultaneously fulfilling all office management duties Arrange appointments and meetings Generate and maintain the schedules of several executives to ensure their workdays run smoothly Create and send various documents and correspondent emails for executives Compile research data for documents and presentations Collect information and update data for client files Proficient in Microsoft Office Superior communication and customer service skills Experience Executive Assistant 2/1/2011 — Present ABC Company — Augusta, GA Orchestrate all daily activities for the office while providing exceptional support to the two head executives Ensure proper scheduling of various appointments, meetings and trips for executives Utilize sleuthing skills to research information and compile data for various reports, documents and presentations Collaborate with other employees to complete various projects and presentations Conduct correspondence between clients and vendors Supervise the cleaning of the office to ensure order

• Top performing Office Assistant who is known for proficiency in managing daily office processes and coordinating and maintaining databases such as client lists and information.

Will work on managing the recruiting team, participating in client meetings, overseeing daily information and data tracking, and other assigned duties.

By conducting daily research on new topics we are able to deliver to our clients, cutting - edge information needed to succeed in your search.

Administrative Assistant 1/1/2009 — 1/1/2011 Superior Training Inc. — Clemmington, GA Performed administrative duties: answering phones, filing and setting appointments Aided the owner of the company in completing daily tasks with OmniFocus Developed and implemented a new software suite for monitoring client communication, later utilized throughout the company Created e-mail correspondence and other company documents Inputted and maintained client information in the company's internal databases Addressed client issues quickly and provided exceptional customer service to clients Stayed informed on all upcoming trends, best practices and policies

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

• Assisted in daily activities to ensure proper scheduling and safe and timely service delivery • Worked closely with dispatch drivers, coordinated services and monitored activities on the receiving dock • Provided pertinent information to dispatch staff and clients courteously

KEY QUALIFICATIONS • Functional knowledge of working with figures to ensure control of financial compliance • Highly experienced in preparing daily statements in order to ensure timely and accurate information management • In depth knowledge of the night audit bank and its core procedures • Hands on experience in handling client complaints and issues • Familiar with frequently used standard operating procedures

Manage daily relationships with clients, perform bookkeeping functions and interface with clients to respond to questions, perform troubleshooting and provide financial information explanations.

Automated numerous daily manual taskings via Splunk to report on backup failures / successes, client / policy information for auditing purposes as well as disk storage / replication usage

• Experience of maintaining and building upon excellent relationships with clients / candidates • Knowledge and understanding of Early Years recruitment desirable • Be highly organised and flexible with proven ability to work in a fast - paced environment • Be able to prioritise your daily / weekly workload and be able to control your inbox in this fast paced environment • Placing creative adverts on Job Boards • Be able to work in a small team - Self - Management / Organisation • A confident and relaxed telephone manner Early Years Recruitment Consultant candidates will need to have: • Excellent Microsoft Office Word and Excel experience - you will need to be able to format documents and produce excel spreadsheets on a daily basis • Database Management — you must be able to input and extract information quickly and accurately into our in - house database system.

You will be Joining a large established team, the successful candidate will be responsible for making a key contribution to the branch through daily management of accounts including; • Order fulfilment • Candidate interviews and management • Completion of management information reports • Site visits This position would suit a candidate who can demonstrate excellent customer service skills to both candidates and clients with experience of communicating with senior management.

KEY DUTIES OF RECRUITMENT CONSULTANT * Managing drivers and being point of contact for resolving issues * Conduct interviews / pre screen and full reference of all drivers * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * Self generate new clients via cold calling and expanding on existing client opportunities * Meet with new and existing clients to account manage and advise of the services available to them * Generate new drivers by way of advertising, social media and networking * Covering out of office calls and demands on a rota requirement * Planning a weekly rota / submitting accurate payroll data / reporting KPI data * Maintaining and increasing daily route allocations — ensuring the customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training