Sentences with phrase «efficient service advisor»

Delighted with the overall experience Brandy was very efficient service advisor who kept me informed all the time and was extremely patient in explain... ing things

Delighted with the overall experience Brandy was very efficient service advisor who kept me informed all the time and was extremely patient in explain

Not exact matches

«However, one certainly can't deny that new technologies like blockchain, robo advisors or crowd funding could have the potential to make financial markets and services faster, more efficient, more convenient, and more inexpensive for everyone.»

We create the best possible experience for our patients through a warm, personal, efficient service delivered through our team of doctors and patient care advisors.

Service advisor was courteous and efficient, suggested recommended work clearly.

Sara Easterly, our service advisor yesterday, could not have been more efficient.

My service advisor was efficient & knowledgeable..

Wealthfront is a robo - advisor and financial planning services provider that offers standard investing services as well as more specialized services such as tax - efficient brokerage holdings transfers and direct indexing.

PTFs are a real game changer for the Canadian mutual fund industry, providing an agile solution to adapt to industry trends,» says Karl Ottywill (pictured), Chief Operating Officer, Aequitas Technology Services Inc. «With our innovative technology in place, Aequitas Connect is extremely proud to work with fund companies and dealers leading the way in making actively - managed mutual funds available to all investment advisors and their clients in a low cost, highly efficient manner.»

These industry ideas and improvements make the entire financial market more efficient and should be praised with award and given the notice they deserve as an integral industry motivation to make ourselves our services and systems better for the general and investing public including industry employees and the advisor channel.

The firm is also elevating the role of technology, with Atrium's lawyers working as advisors to Atrium LTS to develop more efficient tools and processes for delivering legal services and for automating low - value tasks that traditional firms bill for on an hourly basis.

Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and other pertinent data Represent company brand with poise, integrity, and positivity