Sentences with phrase «first duties to our clients»

Not exact matches

Once you land a new client, be sure to go above and beyond the call of duty for at least the first month.

Nevada's existing statute imposes two specific duties: First, financial planners must «disclose to a client, at the time advice is given, any gain the financial planner may receive, such as profit or commission, if the advice is followed.»

Duty solicitors run in and out of courts, meeting clients for the first time and appearing to defend them, sometimes minutes later.

An approval granted to clients to deliver product into home consumption throughout a nominated time period (settlement period) and pay excise duty the first working day after the end of that settlement period.

As a credit repair business owner your first duty is to truly share this common goal of improving your clients» financial situation and helping them achieve their goals.

We should more often qualify our duty to our client as a duty to justice in the first place.

To the extent the lawyers» desires to please (feed) themselves and please their management / compensation committees colour their duties to their clients, we need strong ethical requirements to put the clients» needs firsTo the extent the lawyers» desires to please (feed) themselves and please their management / compensation committees colour their duties to their clients, we need strong ethical requirements to put the clients» needs firsto please (feed) themselves and please their management / compensation committees colour their duties to their clients, we need strong ethical requirements to put the clients» needs firsto their clients, we need strong ethical requirements to put the clients» needs firsto put the clients» needs first.

Wholesale providers should not be subject to the duty to place client interests first — MBIE currently proposes that the duty to place client interests first duty will extend to advice provided to wholesale clients.

In this case, instead of referring my client to lawyers, or pestering my colleagues for help, I decided to see if I first could find some answers myself, through research, and assistance from duty counsel or counter staff at the courthouse.

The CBA's Code of Professional Conduct on Obligatory Withdrawal states: «4 (a) if the lawyer is instructed by the client to do something inconsistent with the lawyer's duty to the court or tribunal and, following explanation, the client persists in such instructions etc.;» Regrettably, I believe the B.C. SC has totally missed the point: upholding the law comes first and therefore, anyone engaging in white - collar criminal activity should be charged or the public will loose faith and confidence in the independence and impartiality of the Justice System.

On the civil side, no matter what, it is still the law that, so long as the lawyer is prepared to act for the client, the lawyer's duty is to put the client's interest first and do whatever is legal to fulfill the retainer.

Failing to propose such an amendment without having raised and discussed the matter with Cs first, meant Mr Harris breached the duties he owed to his clients.

In litigation their first duty is to the court, not their client.

Robert takes pride in his ability and skill in advocating for his clients in court, but believes that he has a duty to first try to help clients find creative solutions outside of court if possible.

L. Rev. 525, 540 (2013)(noting that email has «for the most part... become the best way to fulfill the attorney's ethical duties, meet client demands, and stay in practice»); Robbins - Tiscione, supra note 5, at 32 — 33 (noting that, according to a survey of practicing attorneys, «substantive e-mail ranks first as the graduates» method of choice for communicating with clients»).

She held that allowing defence counsel to attend at a first stage hearing under a confidentiality undertaking would breach this rule and would place defence counsel in a a conflict of interest (torn between her duty to the court and client).

some famous advocate — in the first decade of the 1800s on the right and duty of lawyers to defend those in need of defence, without being associated with the activity of which their clients were accused.)

The lawyer must put the client first, even to his or her own detriment, that is the nature of the fiduciary duty owed by lawyers to their clients.

Even as you discharge your first duty to fiercely advocate for your client, there is plenty of space to build your leadership skills within your organization and expand your sphere of influence in your community.

Echoing McLandress, Schmidt pointed out when a client proposes to act illegally, the lawyer's duty is to raise the issue first within the organization by going up the chain of command.

While it is true that lawyers have duties to their clients as fiduciaries, and that such concerns may impact the assertion of privilege for communications which relate to the representation of a current client, the threshold of establishing privilege in the first place should be no higher for law firms than for other firms.

The job description in the first posting did not allude to any duties relating to customer service and even if the maintenance man was at times called to help out an English - speaking client, this was merely an accessory duty to his essential maintenance work.

A lawyer's duty to the client demands that, before making a public statement concerning the client's affairs, the lawyer must first be satisfied that any communication is in the best interests of the client and within the scope of the retainer.

Once a client has an opinion that a legal scheme is unlawful it can use the lawyer's duties of confidentiality, and the fact that lawyers are only prohibited from knowingly assisting an unlawful scheme, to switch counsel, confident that the first counsel won't disclose what happened since that lawyer was not duped, and making sure not to disclose information to the new counsel that might preclude his assistance.

Here's the answer I posted: First, I want to distinguish between a captive insurance agent — who represents one insurance company — and an independent broker, who represents multiple insurance companies and whose duty is to the client.

General duties include: helping clients with personal hygiene, serving meals, doing light housework, running errands, administering medication, monitoring health condition, giving first aid if necessary, ensuring companionship, and reporting their observations to family members and healthcare professionals.

Managed support services by handling calls to perform duties related to third party verifications, assets calculation, and annual income for first time clients

Sales Assistant State Farm Insurance, Largo, FL 2/2003 — 8/2005 • Welcomed clients and provided them with initial information regarding the company's insurance plans • Performed cold calling activities to generate clientele and scheduled appointments for insurance agents to follow up on • Handled records management and filing duties by following set company policies and procedures • Responded to clients» queries over the telephone and in person and referred them to available insurance agents • Compiled paperwork for each client and assisted in filling out first information forms

Apart from handling the usual first - tier work, you will be responsible for providing therapeutic advice to clients and even handle retail products selling duties.

Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new associates in daily operations, claim processing, and company policies Oversaw invoicing, branch claims, liability reports, and company checking account Investigated off site damage reports and provided claim process recommendations Analyzed processes and introduced plan to reduce claims and increase efficiency Directed and oversaw company special events from conception to implementation Managed calendars for Chief Operations Officer, General Manager, and sales team Provided excellent customer service ensuring client satisfaction and repeat business Maintained customer information database guaranteeing organized client information Opened new client accounts and upgraded existing services Handled marketing duties including advertisements in yellow pages Inventoried company office supplies and replenished as needed Served as first point of contact between company and clients Researched and purchased new multiline phone system for reception team Significant experience conducting sales and customer service in a retail sDuties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new associates in daily operations, claim processing, and company policies Oversaw invoicing, branch claims, liability reports, and company checking account Investigated off site damage reports and provided claim process recommendations Analyzed processes and introduced plan to reduce claims and increase efficiency Directed and oversaw company special events from conception to implementation Managed calendars for Chief Operations Officer, General Manager, and sales team Provided excellent customer service ensuring client satisfaction and repeat business Maintained customer information database guaranteeing organized client information Opened new client accounts and upgraded existing services Handled marketing duties including advertisements in yellow pages Inventoried company office supplies and replenished as needed Served as first point of contact between company and clients Researched and purchased new multiline phone system for reception team Significant experience conducting sales and customer service in a retail sduties including advertisements in yellow pages Inventoried company office supplies and replenished as needed Served as first point of contact between company and clients Researched and purchased new multiline phone system for reception team Significant experience conducting sales and customer service in a retail setting

Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth

Professional Duties & Responsibilities Directed manufacturing processes and personnel ensuring efficient, effective, and safe operations Responsible for team training, supervision, and performance reviews Extensively trained to serve as a level 3 technician and first responder Performed routine, preventative, and emergency maintenance on manufacturing machinery Managed company shipping and receiving processes and support staff Oversaw production and service quality controls guaranteeing company excellence Enforced compliance with all legal and corporate safety policies and procedures Built strong relationships with clients, partners, and industry leaders Delivered exceptional customer service resulting in client satisfaction and repeat business Resolved customer service inquiries in a timely, positive, and professional manner Consistently recognized for excellence in management and technical support services Served as a biomedical technician for a plasma donation company Responsible for proper operation of complex machinery and management of patient data Exceeded client donation quotas and customer service standards of excellence

Passports and Consular Officer — Customer Service Duties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operDuties & Responsibilities Deliver on - site support to all departments and coordinate all daily business efforts through effective collaboration and communication with team members while providing and ensuring a high - quality customer service experience Track, file, and view important documents, applications, information and records on a daily basis, organizing and maintaining sensitive files in an efficient and organized manner Develop and employ a working knowledge of related procedures, regulations and legal applications with respect to the administration of organizational services Act as a liaison between all interested parties to ensure effective information flow, exceptional customer service, efficient operations administration and timely issue resolution Prepare various materials as well as manage all data and information with the utilization of various software applications, including word processing, database and spreadsheet programs Collaborate in the execution of various operational aspects, including statistics management, information exports and backups, and regular records updates Support various reception functions, including acting as first point of contact to guests as well as ensuring the placement of accurate and up - to - date information related to services and fees throughout reception area Address and resolve client queries and issues in a timely manner, researching all topics thoroughly for complete solutions Provide translation and interpretation services as needed to on - site and Australia - based staff in relation to complex consular matters, including official meetings and functions Maintain security of and access to sensitive information, systems and other data Provide phone coverage as needed as well as manage various forms of critical correspondence Assist mid - and senior - level management with various other duties as assigned to facilitate efficient administrative and business operduties as assigned to facilitate efficient administrative and business operations

Yes in that my contention is first and foremost that when we turn a seller or buyer into a client, we agree to provide fiduciary duty — an undivided loyalty which includes protecting their bests interests which in turn includes negotiating on their behalf as per their direction after being able to benefit from our counsel.

The instructor should discuss the fact that the Code is divided into these three categories by design, with the idea that Duties to Clients and Customers is the first priority in the Code, Duties to the Public is the next priority, and Duties to REALTORS ® is the final priority.

A Realtor's first obligation to provide a duty of care and skill to their client implies competency and knowledge of the real property services they're providing.

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

First, the agent must be guided by her fiduciary duty to her client, as expressed by Article 1 of the Code: «When representing a buyer, seller, landlord, tenant, or other client as an agent, REALTORS ® pledge themselves to protect and promote the interests of their client.»

First, take some time to review the resources suggested in the «For more information» section of this article, and make sure you fully understand your duties as a limited dual agent — and the risks of representing clients with competing interests.