Sentences with phrase «established financial service business»

This is a great opportunity for B2C Sales Executives to get stuck into a financial sales role with a long established financial service business based in Trafford.

Not exact matches

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

Will is passionate about establishing and growing digital financial services businesses that make a difference to customer's lives; at FINkit Will is accountable for Agile led delivery, operations and client readiness.

China's Baidu Inc said it will sell a majority stake in its financial services business for about $ 1.9 billion to a consortium led by TPG Capital Management LP [TPG.UL] and Carlyle Group LP, as it seeks funding to take on established fintech firms in China.

Established in 1992 as an independent, state - funded entity, FCMAT supports California's local educational agencies in fulfilling their financial, management, and data management responsibilities by providing fiscal advice, management assistance, data management assistance, training, and other related school business and data management services.

The business consultancy firm says a quarter of those polled agreed with the statement, «I'm less reliant on established (financial services) companies and banks these days, as there are more options to self - manage my finances.»

After 13 - years in business, Golden Financial Services has established proven methods and aligned with the best debt settlement representatives in the nation, to ensure clients get nothing less than fantastic service.

Established in 1935, American Eagle Financial Credit Union is a full - service CT credit union offering savings accounts, checking accounts, credit cards, auto loans, mortgages, business accounts and much more.

From the perspective of the financial expert engaged in business process outsourcing, the BAU is critical to a service recipient organization when analyzing an outsourcing proposal because it establishes a baseline cost model relative to the current risk environment.

establishing trading and clearing platforms, for the transaction of financial services business.

With the FinTech sector now bringing more innovation to financial services, how will this impact established businesses in the sector?

Let me start by saying that Cyprus is an established international business and financial services centre within the European Union and the Eurozone.

The new Japanese rules enacted by the Financial Services Agency went into effect April 1, establishing bitcoin as a legitimate payment method by putting rules on businesses in the industry.

Effective August 08, 2015, the New York State Department of Financial Services established a regulatory framework that any virtual currency businesses would need to abide by.

The company reported that with this expansion it will be able to cooperate with established local partnerships, including business and tech financial service provider, Cognizant.

As reported by CoinDesk, SBI's plan to establish SBI Virtual Currencies was first made public in October 2016 and completed business registration with Japan's Financial Services Agency (FSA) in September 2017.

Japan - based financial services firm SBI Group has announced its plans to establish several new businesses based on digital currency.

She also established and managed Hays» banking & financial services business.

Established strategic goals by gathering pertinent business, financial, service, and operations information, identifying and evaluating trends and options, choosing a course of action, defining objectives and evaluating outcomes.

This elegant resume is the perfect choice for mid-level professionals applying to traditional organizations like nonprofits, governmental agencies, educational institutions, financial services corporations, established brick and mortar retail and services, and Fortune 500 businesses.

Presently seeking a position at The Pavilion, by applying exceptional strengths in establishing business plans, meeting financial objectives, and ensuring recurring business through the delivery of excellent customer services.

• Ascertained that effective support functions were in place to support the hotel's operations, including facilities management and supply chain and procurement • Created and implemented yearly measureable and achievable business plans • Collated and analyzed revenue generation trends of the hotel to identify critical areas for revenue enhancement • Established financial reporting mechanisms to comply with the hotel standards • Oversaw the operational stability and functionality of the hotel, paying special attention to service delivery standards

Highly Energized and Results - Driven Financial Services Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral Financial Services Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral bServices Manager with global financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral financial services experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral bservices experience and a solid history of earning respect, rapport, and business commitments, ability to cultivate and foster trusting client relationships and establish a robust pipeline of repeat and referral business.

• Delivers dynamic, charismatic, and straightforward leadership to the workplace environment with track record of excellence in client service management and business development • Demonstrated proven ability to hear client needs and establish solutions via innovative financial models.

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, anBusiness Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, anbusiness development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, anbusiness experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, anbusiness plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon

• Track record of excellence in client service management and business development • Demonstrated proven ability to hear client needs and establish solutions via innovative financial models.

• Delivers dynamic, charismatic, and straightforward leadership to the workplace environment with track record of excellence in client service management, marketing and business development • Demonstrated proven ability to hear client needs and establish solutions via innovative financial planning processes.

International Business Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International BusinesBusiness Manager & Consultant — Duties & Responsibilities Serve as international business development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Businesbusiness development consultant for a network of global clients Facilitate and coach projects in relationship development, marketing, and financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Businesbusiness experience and education to offer executive level training Manage global advertising initiatives for clients such as Intel and Nokia Establish and manage a children's developmental toy production company with sales in 40 + countries Responsible for strategic planning, business plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International Businesbusiness plan, marketing / sales initiatives, and client development Oversee financial operations including company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools for International BusinessBusiness»

ING US Financial Services (Atlanta, GA) 5/2006 — 2/2009 Six Sigma Black Belt • Responsible for identifying, defining, and implementing continuous improvement (Six Sigma) projects • Communicated quality management tools and methodologies to project teams • Established and directed process improvement group reporting process • Cut annual process budget by 20 % by reducing testing / production errors through process standardization • Saved $ 350K of annual business contract production costs through vendor consolidation and elimination of manual product assembly • Identified $ 2 million in potential annual savings by developing a check processing distribution strategy • Reduced annual expenses by $ 1.7 million through cost avoidance by optimal vendor selection processes • Minimized business risk and legal mitigations by tracking / confirming contract delivery to clients and standardizing marketing forms practices and control measures • Mentored Green Belts and team members on their roles and responsibilities

Professional Experience Accenture (City, ST) Date — Date Lean Six Sigma (LSS) Consultant • Supported the United States Postal Service Continuous Improvement Office and Retail Service Area • Led a ZIP - Forward project validating the accuracy of POS originating Priority Mail data • Supported the United States Postal Service Finance Remediation and Compliance team • Directed ZIP - Forward project to define the Business Reply Mailer process and identify revenue leakage • Created a strategic roadmap of improvements for a new operational and financial processes • Reduced the risk of revenue loss and establish metrics for process analysis and benchmarking • Supported United States Postal Service Global Claims Accounting Services Group • Managed a ZIP - Forward Event to reduce claim backlog and overall adjudication process time • Improved mediation strategy and mitigation plan to assist in SOX certification • Provided coaching on LSS theories, methodologies, and tools to ZIP - Forward project team • Mentored a USPS employee to achieve Green Belt status

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 efBusiness 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 efbusiness 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 efbusiness 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

Professional Duties & Responsibilities Served as administrative support specialist ensuring effective and efficient operations Managed complex, high volume telephone systems and in person reception duties Established, authored, marketed, and maintained company websites Responsible for all website copy, graphics, and responses to online inquiries Authored and edited brochures, newsletters, business cards, and sales presentations Oversaw financial records, bookkeeping, and accounts payable / receivable Negotiated contracts with vendors, partners, and clients Scheduled meetings and handled travel arrangements Oversaw mail room operations, office supply orders, and data entry at 60 words per minute Provided excellent customer service ensuring client satisfaction and repeat business Performed additional administrative duties including faxes, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner

Assisting businesses in a variety of stages from long established companies to start - ups, Scott's clients include leaders throughout New England in industries including manufacturing, healthcare, and financial services.

79 DOS 99 Matter of DOS v. Pagano - disclosure of agency relationships; failure to appear at hearing; proper business practices; unauthorized practice of law; unearned commissions; vicarious liability; fraudulent practice; jurisdiction; ex parte hearing may proceed upon proof of proper service; DOS has jurisdiction after expiration of respondents» licenses as acts of misconduct occurred and the proceedings were commenced while the respondents were licensed; licensee fails to timely provide seller client with agency disclosure form prior to entering into listing agreement and fails to timely provide agency disclosure form to buyer upon first substantive contact; broker fails to make it clear for which party he is acting; broker violates 19 NYCRR 175.24 by using exclusive right to sell listing agreement without mandatory definitions of «exclusive right to sell» and «exclusive agency»; broker breaches fiduciary duties to seller clients by misleading them as to buyer's ability to financially consummate the transaction; broker breaches his fiduciary duty to seller by referring seller to the attorney who represented the buyers when he knew or should have known such attorney could not properly protect seller's interests; improper for broker to use listing agreements providing for broker to retain one half of any deposit if forfeited by buyer as such forfeiture clause could, by its terms, allow broker to retain part of the deposit when broker did not earn a commission; broker must conduct business under name as it appears on license; broker engaged in the unauthorized practice of law in preparing contracts for purchase and sale of real estate which did not contain a clause making it subject to the approval of the parties» attorneys and were not a form recommended by a joint bar / real estate board committee; broker demonstrated untrustworthiness and incompetency in using sales contract which purported to change the terms of the listing agreement to include a higher commission; broker demonstrated untrustworthiness and incompetency in using contracts of sale which were unclear, ambiguous, vague and incomplete; broker failed to amend purchase agreement to reflect amendment to increase deposit amount; broker demonstrated untrustworthiness in back - dating purchase agreements; broker demonstrated untrustworthiness in participating in scheme to have seller hold undisclosed second mortgage and to mislead first mortgagee about the purchaser's financial ability to purchase; broker demonstrated untrustworthiness by claiming unearned commission and filing affidavit of entitlement for unearned commission; DOS fails to establish by substantial evidence that respondent acted as undisclosed dual agent; corporate broker bound by the knowledge acquired by and is responsible for acts committed by its licensees within the actual or apparent scope of their authority; corporate and individual brokers» licenses revoked, no action taken on application for renewal until proof of payment of sum of $ 2,000.00 plus interests for deposits unlawfully retained