Sentences with phrase «duty to their clients accounted»

Cases in which licensees were found to have breached their fiduciary duty to their clients accounted for two of the six largest damage awards in the report.

Not exact matches

Given the complexity and depth of the duties of an AM, as well as their close dealings with clients, it is essential that AMs are trained according to best practices in account management.

The memo, obtained by Bloomberg News, makes the case for a Labor Department regulation that would impose a fiduciary duty on brokers handling retirement accounts, requiring them to act in their clients» best interest.

While the TSR says that debt relief providers may require the consumer to place funds in a dedicated bank account a larger issue will arise when the providers of such banking services, like NoteWorld and Global Client Solutions, will have a specific duty to make sure they are working only with debt relief providers that comply with the TSR.

Successful Senior Account Executives resume samples describe duties like networking with customers and stakeholders, transmitting client requirements and guidelines to staff, monitoring work progress, providing guidance and seizing new business opportunities.

Their primary duty is to put forward professional advice to customers and clients pertaining to account details, fiscal services, etc..

The main duty of an assistant account executive is to help the account executive regarding the customer relations and their satisfaction and to help find new clients.

Worked as a financial consultant and handled all the responsibilities of this position efficiently; handled various duties like: evaluating financial investment opportunities, analyzing financial reports and statements, providing suggestions and advices on probable investment opportunities, providing training to the clients and employees; compiled financial documents and prepared financial statements; handled accounts payable and receivable; maintained a good rapport with the clients

Typical sample resumes for Assistant Account Executives mention duties like handling correspondence, doing paperwork, liaising with customers, assigning tasks to internal teams, and delivering work to clients.

Working as a financial consultant with the following responsibilities and duties: mainly responsible for providing consulting service to the clients and customers on account, audit, project management service, and so on; responsible for financial reporting, planning and preparing various policies and plans; developing new methods for analyzing financial data; responsible for handling different financial projects; providing advices to the clients for the investment

Credit Loan collections supervisor has to analyze any delinquent account and contact the person or the company responsible in order to resolve the situation, to instruct the staff on the methods used when dealing with clients who have overdue payments and with overseeing that the department fulfills its duties as required.

The main duty of an account manager is to offer customer service by representing the client's needs in an organization.

Typical job duties of an Accounts Receivable Coordinator are reporting to accounting supervisors, organizing client invoices, sorting mail, processing credit card deposits, monitoring electronic payments, handling charge - backs and returns, and adjusting the AR ledger.

Duties include: - Account manage large contracts, developing stronger relationships Ensure all shift and requirements (including last minute) are covered Maintain regular contact with Drivers; confirm availability, booking out and any additional information Deal with incoming Candidate queries (holiday requests, payroll issues, accident reports) Attend and lead team meetings Meeting, greeting and completing face to face inductions and telephone assessments Ensure candidate eligibility and compliance (ID, Right to Work, DVLA Checks, Certificates and Qualifications) The unwavering reputation of my client as one of the most honest and reliable recruitment services — never compromising on quality — has continued since its establishment over 25 years ago.

Sales Support Representatives provide support to sales teams by completing the following duties: processing sales leads, managing customer accounts, taking phone calls, following schedules, providing data to the sales team, and liaising between the sales team and their clients.

Their duties include conducting cold calls, taking incoming calls from interested customers, managing multiple accounts, starting new accounts for clients, promoting company products and services, entering data into computer systems, submitting customer orders, and recommending add - on services to existing clients.

Examples of Legal Assistant duties include gathering information, determining precedents, drafting legal documents, answering to client questions, taking phone calls, handling correspondence, greeting guests, and performing basic accounting tasks.

Based on our collection of resume samples for Personal Banking Representative, essential duties are greeting clients, understanding their financial needs, maintaining their knowledge of bank products, promoting bank products and services to customers, opening and managing accounts, and addressing client concerns.

Common duties of Art Directors are managing accounts and projects, presenting layouts to clients, developing design solutions, supervising photo shoots and printing processes, and determining if materials comply with client specifications.

Essential job duties seen on a Personal Banking Officer resume sample are greeting customers, answering to their inquiries, selling financial services, updating client accounts, building customer databases, and attending networking events.

Essential duties seen on a Regional Account Manager resume sample are engaging and developing new accounts, identifying business opportunities, representing the company at industry events, and reporting client issues to center managers.

Typical job duties of a Personal Banker include handling personal accounts, completing banking duties, meeting clients, providing advice on investment options, and answering to client inquiries.

The accounting clerk responsible for billing and payroll is also expected to display a great deal of professionalism and promptness to duty in dealing with difficult customers or clients which they might have to face in the course of their work.

Saunders Staffing is looking for a Secretary with responsibilities that include but may not be limited to, Receptionist duties, answer phones, assist clients, accounting / billing, bank deposits, mail...

Duties The main role of account coordinators is to «coordinate» new or existing accounts and provide client satisfaction by optimizing revenue and encouraging account growth.

Other duties include processing new client accounts, maintaining customer accounts, implementing changes to existing accounts, and filing documents and other paperwork.

A typical Senior Account Manager resume describes duties such as assigning tasks to staff, handling multiple client accounts, assessing client needs, coordinating projects, implementing marketing campaigns, and handling budgets.

The day - to - day duties will include heavy phone use, client premise visits, and account management.

Duties include handling incoming calls, responding to requests for information, researching issues related to client accounts, preparing routine correspondence, and obtaining & updating client information.

- Building relationships the Company's established customer base - Corresponding with customers via phone and email - Issuing product availability, product lead times and pricing information to your accounts - Taking and entering orders into the company's order entry (Sage) system - Coordinating order placement between multiple overseas production sites - Compiling all required documentation for shipping - Overseeing shipments and deliveries, and expediting them when needed - Managing your client's invoicing process - Maintaining and updating your client's files within the database - Monitoring sales data in order to assist with the management of inventory levels - Preparing detailed reports for your customers as needed - Performing other duties as assigned

Common work duties seen on a Settlement Officer example resume are performing back office transactions, preparing daily trade reports, monitoring account transactions, managing client accounts, reconciling balances, and offering advice to clients.

Typical duties of a Sales Professional include: opening and managing client accounts, submitting orders, explaining product features, recommending products, monitoring competitors, solving customer complaints, providing after - sale support, reporting to senior managers, collaborating with sales staff, generating sales reports, and making sure sales objectives are completed so the company stays profitable.

Duties included offering insurance options to new and existing clients, and provided product education and client account management services.

The specific job duties of these professionals include reviewing documents such as balance sheets, loan applications, and expense accounts; reviewing an organization's finances to ensure that it is working within the law; and preparing reports for clients.

• Seeking a position as an Assistant Account Manager with Allied Universal applying exceptional ability to handle daily work processes of a busy business environment, including generating client status reports and budget management duties.

They work in financial control companies where their prime duty is to ensure that credit accounts are managed properly and it is actually these people who decide whether a client is worthy of more credit.

• Handled patient scheduling and follow up duties and provided information regarding services over the telephone and in person • Obtained patient histories and ensured that they were properly and timely recorded in patient information systems • Verified patient billing information and assisted bookkeeping personnel in processing accounts • Calculated copays and payments and followed - up with clients to ensure that they were paid on time • Prepared documents and reports and handled meeting facilitation activities

• Performed case related research activities to provide information regarding precedents • Handled filing and records - keeping duties by ensuring confidentiality and integrity of filed data • Greeted clients to the office and provided them with preliminary information regarding offered legal services • Assisted in maintaining legal libraries by ensuring that all books and periodicals are accounted for • Handled office supplies and equipment inventory and created and maintained liaison with suppliers to ensure prompt delivery of needed office supplies

Duties and Responsibilities · Responsible for day - to - day accounting for key clients of the firm, acting with utmost privacy and confidentiality.

Job Responsibilities • Answer telephones • Provide customer service and support • Organize, schedule and maintain calendars • Create and maintain online CRM and filing system • Submit and reconcile expense reports • Act as the point of contact and support for internal and external clients • Provide support for management and account reps with various tasks Required Education, Experience, and Skills • Post-high school office experience • Excellent computer skills, including Microsoft Office, CRMs, and Quickbooks • Be able to excel in a self - starting work environment • The aptitude to create policies and procedures • Outstanding customer service skills • Excellent writing and communication skills • High - level organizational skills with an accurate attention to detail • The ability to work without direction As an employee of a small business, the ideal candidate must be willing to learn what they don't know and be willing to assume job duties in multiple roles as needed to benefit the company.

• Comprehend the requirements of each project by conferring with clients in detail • Create an outline of staff requirements and go through them in detail with the client • Look through existing workforce pools to determine which candidates will fit the clients» needs perfectly • Coordinate interview dates and times and interview possible candidates for each position • Hire, train and induct temporary staff members and ensure that they are aware of their duties and timelines • Assist new staff members in understanding and creating timesheets to log their hours • Approve timesheets by coordinating efforts with project managers and ensure that payrolls are properly and timely calculated • Supervise the work of each temporary workforce member to ensure that he or she is working towards the objective of the project • Take responsibility for basic line management, performance management and grievance support • Assist line managers in ensuring that all activities are being performed in accordance to both company and client policies • Handle daily reporting and staff booking activities and handle staff recruitment and registration activities • Manage and run operations of different shifts and ensure that any rotating shifts are taken into account

Account Coordinator Access Communications, Chicago, IL 2013 — Present • Successfully handle bid proposal preparation according to provided standards and protocols • Effectively assist in initiating sales and marketing projects from initiation to fruition • Proactively coordinate with corporate clients to ensure provision of excellent customer service • Assist account teams with internal project tracking and scheduling duties • Issue and proofread contact reports • Manage content at different projectAccount Coordinator Access Communications, Chicago, IL 2013 — Present • Successfully handle bid proposal preparation according to provided standards and protocols • Effectively assist in initiating sales and marketing projects from initiation to fruition • Proactively coordinate with corporate clients to ensure provision of excellent customer service • Assist account teams with internal project tracking and scheduling duties • Issue and proofread contact reports • Manage content at different projectaccount teams with internal project tracking and scheduling duties • Issue and proofread contact reports • Manage content at different project stages

• Handling different aspects of account operations including board and committee support • Managing project tracking duties and handling budgets • Creating and maintaining effective liaison between internal departments and clients • Coordinating the logistics of each account to ensure consistent client satisfaction

Examples of Domino Administrator duties include managing user accounts, performing system patching, monitoring servers, following change management procedures, reducing server downtime, providing status reports to clients, and updating documentation.

The chief duties of an advertising account is to work within advertising agencies and acts as a link between the company and the clients.

Your Duties: - Use sales and business development to network and build clients across a designated area - Account Management; maintaining / building relationships with clients - Develop a good understanding of clients, the industry and how they operate - Advertising vacancies and attracting high quality candidates - Management of internal systems - Coordination of staffing rotas and requirements - Recruitment of candidates including interviews and compliance - Conducting candidate interviews The Benefits: - Competitive Base Salary - Generous Commission Structure - 25 Days Annual Leave - Training and Development Opportunities - Career Progression - Pension Scheme About Pin Point: Pin Point Recruitment was launched in 1998 and has forged an enviable reputation within the UK recruitment market.

accounting software, accounts payable and receivable, administrative duties, Attention to detail, clerical, color, contracts, clients, faxes, filing, inventory, Letters, meetings, messaging, Excel, office, Outlook, PowerPoint, MS Word, internet research, organizational, quality, express, Read, Sales, scheduling, supervising, time management, travel arrangements, typing, written communication skills

The duties include but are not limited to: • Telephone interviewing • Advertising • Sales and business calls • Account management • Client & candidate relationship management • Project management • Conducting candidate assessments • Administration We offer the following rewards to all of our Consultants from day one: • Holidays (Vegas, Barcelona, Skiing, Caribbean) • Sports days out (F1 Silverstone, F1 Monaco, Ascot, Rugby) • Golf & Spa days • Top Bristol restaurants • Realistic earning of # 35k - # 40k in year 1 (Basic salary # 16,000 to # 18,000) • Uncapped commission scheme awarding 20 %, 25 % or 30 % on top of your base salary depending on your hard work - anything upwards of # 1600 per month on top of base salary • Top performers earn in excess of # 100,000 • Quarterly review pay rises and promotion reviews Trainee Recruitment Consultant, Sales, Graduate, Junior Recruitment Consultant, Canvasser, Resourcer, Trainee sales, IT, Graduate Recruitment Consultant.

Specific duties for a Recruitment Consultant in our Industrial and Technical team include: - Conducting candidate searches on our database and 3rd party websites - Response handling, telephone screening and interviewing candidates - Presenting clients to candidates AND candidates to clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto candidates AND candidates to clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto clients - Lead generation, gaining referrals and business development of new accounts - Taking detailed job specifications - Producing advertising copy and placing them on relevant websites to attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto attract candidates - Checking candidate availability - Updating database system - Account retention and development - Diary management To be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesTo be considered for a Recruitment Consultant position with Regional Recruitment Services, you must have a full UK driving licence and be happy to undertake a DBS check as part of our recruitment procesto undertake a DBS check as part of our recruitment process.

Internal Recruiter x2 We are recruiting for an Internal Recruiter for one of our clients based in London Duties and Responsibilities of an Internal Recruiter Supply Recruitment support to account manager and other recruiters providing great attention to detail checking names on application packs ID checking...