Sentences with phrase «handling client money»
Members» understanding of trust and fiduciary principles is of increasing importance in the litigation of claims against professionals, particularly those who handle client money.
http://www.radcliffechambers.com/ Not exact matches
Dynamic business acumen is among the most important skills, given the AM's handling of numerous clients, which necessitates an understanding of how the company makes money and how to best drive growth.
Managers who handle money for clients are particularly susceptible to chasing yield as they constantly strive to get higher returns for customers.
Much of the money came as referral fees for cases and clients Silver sent to a personal injury law firm Weitz & Luxenberg and another small firm, Goldberg & Iryami, which handles real estate tax appeals.
Counselors teach clients how to make and keep budgets, and then handle their debt repayment: Clients write one check to the agency, which then distributes money to their creditors, many of whom have already agreed to drop their interestclients how to make and keep budgets, and then handle their debt repayment: Clients write one check to the agency, which then distributes money to their creditors, many of whom have already agreed to drop their interestClients write one check to the agency, which then distributes money to their creditors, many of whom have already agreed to drop their interest rates.
Managers who handle money for clients are particularly susceptible to chasing yield as they constantly strive to get higher returns for customers.
The MFDA protects assets and cash you have invested, up to $ 1,000,000 per client accountAccount An agreement you make with a financial institution to handle your money.
Features like our auto - suggest record search enable you to make entries into the system at record speed, or the ability to generate a dispute letter in under 10 - seconds, all of which means you can do more in less time, handling more clients, and making more money.
Global Client Solutions, one of the major escrow companies that handles funds for debt settlement clients, was charged with being an unlicensed money transmitter by the state of Connecticut and then entered into a consent order to...
This workshop focuses on how you can help your clients get a handle on their money so they can live the life they want.
Law firms have improved their handling of client money, Solicitors Regulation Authority (SRA) figures reveal.
Seriously, how many law firms think hard about saving their client money by making sure the easiest tasks are handled by the lowest billing rate?
When a law firm handles money on behalf of clients, that money is held in a trust account.
Money is what really talks and if a client feels they can not handle the billing rates, they relationship will immediately go south.
Always above the financial fray, relying on solicitors to be responsible for their fees, barristers are now contemplating new rules that would allow them to handle the client's money.
When handling a head - on collision case of a client, we take an aggressive stance towards getting them the money that they need for their damages and suffering.
In order to ensure that the funds are properly managed CrowdJustice will only hand them to the litigant's lawyer who is subject to professional rules for the handling of client money and protection against money laundering.
Our firm has successfully recovered money for our Huntsville, Alabama, clients time and time again by handling each case on its own unique merits, investigating every legal strategy available and utilizing expert witness testimony when necessary.
Our attorneys handle white - collar criminal defense for charges such as money laundering, bank fraud, insider trading and others to clients in Miami.
The practice also regularly handles matters in federal and state courts throughout the United States, and has defended clients against allegations of health - care fraud, insider trading, securities, accounting and government contracts fraud; violations of the Foreign Corrupt Practices Act; criminal environmental violations; criminal antitrust violations; and money laundering.
In fact, a significant portion of ethical complaints against lawyers arise in three contexts related to law practice organization: client communication, handling of money, and conflicts of interest.
We know how to handle these complicated cases to get our clients the best money damage award possible.
These cases were less stressful to handle for me personally and they almost universally cost my client less money than similar cases opposing other attorneys.
Burroughs Day intended to conduct the claims as group litigation, and it expended time and money investigating the state of development of the handling arrangement to enable it to assess what its clients would have received under that scheme.
My clients know I will only accept cases that I'm confident I can handle (regardless of the money involved).
Handling these relationships well will lead to more clients retained for your firm, meaning more cases and more money in the bank.
For most matters, ARAG handles the administrative details regarding payment, ensuring that attorneys do not have to spend time worrying about collecting money from clients directly.
18 - Wheeler - 4 Locations - All Injuries - All Other Traffic Tickets - Attorney At Law - Attorneys & Counselors - Auto Accidents & Injury - Avoid Court Appearance - Avoid Insurance Rate Increase - Avoid Jail - Bond Hearings - Collections - Construction Site Injuries - Convenient Private Client Parking - Convenient Private Clint Parking - Corporations - Death - Debt Relief - Dental Malpractice - Distribution & Possession - Divorce & Custody - Divorce & Family Law - Documents - Drug & Offenses - Drug Trafficking - Drugs / Trafficking - DUI & Traffic Tickets - Dui / Dus - Estate - Financial Problems - Foreclosures - Handle Tickets by Mail / Fax - Head & Brain Injuries - Healthcare Plans - Hip & Knee Injuries - Jet Ski Injury - Keep Clean Record - Keep Driving Privileges - Lien's - Loan Modifications - Marital Issues - Medicare Fraud - Mortgage Fraud - Motorcycle Injury - Neck Injuries - No Fee Until You Recover Your Money - On The Job Injuries - Other Court Matters - Other Crimes - Partnerships - Permanent Injury / Death
Maintained up - to - date knowledge of store policies regarding payments, returns and exchanges; Prevented store losses using awareness, attention to detail and integrity; Trained numerous new employees; Developed highly empathetic client relationships; Worked as a team member performing cashier duties, product assistance and cleaning; Handled daily sales and money counts at the beginning and end of each day; Guaranteed positive customer experiences and resolved all customer complaints; Assisted customers with store and product complaints.
When you apply for a position with a finance firm, your prospective employer must make sure you are truly ready for the responsibility of handling clients» money.
If the responsibilities of the job call for the employee to handle money, assets, clients» personal information, or proprietary company data, the information provided in the credit report may be very useful.
Besides, I am capable of providing advanced services such as handling pets as they arrive, prospecting advisable cures, preparing pets for procedures, checking in surgery clients and settling money till.
• Confer with clients to determine their investment needs and decipher if they have sufficient «surplus» money to be eligible for investing • Study market trends to determine which company's shares are the most lucrative and provide clients with information on how to invest in them • Monitor both local and international stock markets to determine trends and provide correlating recommendations to clients • Manage clients» investment portfolios and ensure that periodic reviews are performed • Assist clients in developing their investment strategies by explaining concepts such as carry - over trades and hedging • Create and implement risk management policies and procedures to ensure that clients» investments are as risk - free as possible • Interview, hire and train traders to handle clients» accounts and ensure that they are constantly made aware of market conditions and risks • Develop and make pitches to new individual and corporate clients in a bid to inject «corporate blood» into the systems
• First - hand experience in developing travel itineraries for clients by determining their travel requirements and budget constraints • Highly skilled in booking complex multiple leg international itineraries by using preferred vendors • Exceptionally well - versed in arranging and coordinating travel schedules and ensuring that appropriate reservations are made • Proven record of efficiently arranging external services such as transportation and extended road travel • Deeply familiar with preparing customized itineraries to suit clients» specific preferences • Highly experienced in modifying existing bookings to suit changes in clients» circumstances and preferences • Qualified to use the Global Distribution System (GDS) to make and confirm bookings • Adept at researching popular holiday destinations and keeping updated about travel industry news • Proficient in using promotional techniques to sell itinerary tour packages to existing and new clients • Competent in handling unforeseen circumstances such as flight cancelations and delays and determining eligibility for money returns • Proven record of booking tickets and accommodation and securing rental transportation from third party vendors, both locally and internationally • Demonstrated expertise in resolving clients» issues in a bid to ensure repeat business from them
• Recognize a potentially explosive situation between two family members and intervene before the problem could get out of hand • Hold 15 training workshops to assist participants in learning life skills to assist them in leading a meaningful life • Assess practical and emotional needs of clients by listening to their concerns and problems • Assist with domestic tasks such as cooking, cleaning and washing • Provide assistance to clients in handling budgeting duties and determining how to spend their money • Advise clients of practical issues by providing dedicated counseling services • Provide deep therapy services to assist clients in handling drug or alcohol problems
• Providing exceptional customer service • Balancing and maintaining cash drawer • Cashing checks for customers • Handling client's; deposits, withdrawals, money orders, traveler's checks and credit card advances • Cross-selling all bank products
Associate offering an extensive background in customer service, sales, client relations and merchandising... handled money, provided customers with great customer service, and I worked stock when I was needed... window, answered phone calls, and provided customer service.
Summary Highly enthusiastic customer service professional with 3 years client interface experience... Opening / closing procedures Adaptive team player Customer service expert Money Handling Typing Skills Experience
Teller 7/2003 — 3/2004 • Handled deposits, withdrawals, money orders, and cashiers checks • Provided excellent customer service ensuring client satisfaction • Prepared and maintained daily financial records and cash balances • Aided team with administrative support functions
Professional Experience Cracker Barrel (Columbia, SC) 2007 — Present Cashier • Provided high level customer service ensuring client satisfaction and repeat business • Named Employee of the Year (2007 - 2008) for setting the standard in client service • Trusted to handle large amounts of money in a honest and professional manner • Trained new cashiers in customer service, cashier operation, and support services • Assisted in retail department with unloading of merchandise and stocking of shelves • Aided management team with administrative support as needed
US Bank (Boise, ID) 4/2008 — 9/2009 Teller • Managed deposits, withdrawals, vault, ATM, and Teller Cash Dispenser • Administered money orders and cashier's checks • Assisted junior tellers with complex transactions and served as role model • Provided excellent customer service ensuring client satisfaction • Prepared and maintained daily financial records and cash balances • Served as first point of company contact with the public • Answered phones, email, and handled other administrative tasks as needed
But handling the money can be tricky, so be sure you know your client's rights.
(That means you have to maintain a trust account and properly account for deposits and other client monies you handle.)