Sentences with phrase «manage multiple client accounts»

Whether you're a professional asset manager, money manager or simply manage multiple client accounts, we offer high performance multi account manager solutions that can be customised according to your needs.

Simultaneously managed multiple client accounts worth approximately 10 million dollars; directly consulted clients on system enhancements and business requirements resulting in improved time to delivery and system offering; improved client relationships by developing processes and standards which increased transparency and decreased time to delivery

Managed multiple client accounts and able to meet strict deadlines.

Not exact matches

Add Account to MCC in AdWords Google AdWord's My Client Center, also know as MCC, is a powerful tool for large advertisers and third parties, that allows you to manage multiple AdWords accounts quickly and easily from a single location.

Here is the question: Eloi: Do you have a regular AdWords account or are you managing multiple clients?

The application also allows you to set up multiple email accounts, unlike the default Kindle Fire email client, and sync your mailboxes to easy search and manage the entire contents of all of your inboxes in one place.

Clients get one payment each month making it easy to manage their multiple accounts.

With our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered account.

As a bank - owned online brokerage, it is able to offer clients the ability to manage multiple accounts (including personal banking) and products via the TD online platform.

BlueMail is a free, beautifully designed, universal email client, capable of managing unlimited number of mail accounts from various providers, allowing for smart push notifications and group emailing while enabling personalization across multiple email accounts.

Attorneys looking to keep time and bill clients need software that can work for them — enabling multiple users to bill at different rates based on their matters and allow administrators to invoice clients, manage trust accounts, and receive payments.

The software solution overcomes traditional MAM and PAMM limitations and allows money managers to execute trades, and manage multiple clients through one master account with multi-currency capabilities.

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.

Sales Account Managers assume responsibility for multiple sales accounts and perform duties such as managing campaigns, training members of the account team, identifying business opportunities, achieving sales targets, taking part in client meetings, and doing papAccount Managers assume responsibility for multiple sales accounts and perform duties such as managing campaigns, training members of the account team, identifying business opportunities, achieving sales targets, taking part in client meetings, and doing papaccount team, identifying business opportunities, achieving sales targets, taking part in client meetings, and doing paperwork.

Managed the full scope of housing services while meeting all deliverable dates with clients and hotels by taking ownership of the housing process for conventions, trade shows, large scale sporting events and professional conferences on multiple accounts.

Managed and responsible for service and booking multiple private, semi-private, charity / Fundraisers, catering and convention parties and accounts, while maintaining the client's superior satisfaction in their overall service experience and increasing revenue.

- 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

Business Development Manager — Microsort, Redmond, WA — 9/2009 -6 / 2011 • Led SaaS sales and business development for the PNW region • Conducted market research to identify prospective targets and potential influencers • Coordinated a team of 19 in securing and managing new customer accounts • Became key point of contact for customer relationship management and development • Liaised with technical teams to ensure implementation according to customer goals • Proposed new product concepts to meet market demand • Delivered a 39 percent boost in revenue within a single year through skillful customer targeting • Reduced the sales cycle from two weeks to eight days by bringing in additional support staff • Landed multiple major branded client accounts in the technology sector

• Manage multiple assigned sales account effectively, contacting existing clients through phone calls and emails to fill regular orders, inform clients of new products, and better understand client needs.

• Manage multiple sales accounts at once, providing equal service to all assigned clients.

Served as first point of contact and provide general information at Radiology and Orthopedic front desk Answered multiple telephone lines and routed appropriately through switchboard Obtained case - specific information and documents from clients and other sources Accurately obtained authorizations and verified insurance upon arrival in Radiology and Orthopedics Departments Managed paper and electronic files to include; copying, routing, filing management of client documents, agreements and health filings Registered patients and created new accounts Schedule appointments and confirm appointments for all locations Proofread work product for typographical, grammatical, or spelling errors and scanning and copying projects.

Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Responsible for accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring effective operations Perform product research, verify specifications, and author sales / marketing proposals Manage product inventory, client database, order processing, and shipping Design and implement successful special events generating new customers and enhanced brand awareness Create and manage corporate helpdesk, information database, and policies and procedures for daily operation Negotiate contracts with vendors, contractors, and clients resulting in a financially favorable agreements Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and corporate travel arrangements Create a clean, friendly, and productive office atmosphere Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and posiManage product inventory, client database, order processing, and shipping Design and implement successful special events generating new customers and enhanced brand awareness Create and manage corporate helpdesk, information database, and policies and procedures for daily operation Negotiate contracts with vendors, contractors, and clients resulting in a financially favorable agreements Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and corporate travel arrangements Create a clean, friendly, and productive office atmosphere Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and posimanage corporate helpdesk, information database, and policies and procedures for daily operation Negotiate contracts with vendors, contractors, and clients resulting in a financially favorable agreements Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and corporate travel arrangements Create a clean, friendly, and productive office atmosphere Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and posiManage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and corporate travel arrangements Create a clean, friendly, and productive office atmosphere Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Office Manager — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage marketing, sales, and customer service ensuring profitable and efficient operations Responsible for accounts payable / receivable, budgets, and other accounting functions Direct human resources including payroll, benefit administration, and talent recruitment Design and distribute marketing materials, corporate newsletters, and other collateral Cut company expenses by 40 % through effective inventory and order management procedures Negotiate contracts with vendors resulting in a 30 % reduction in expenses Serve as liaison between multiple departments and senior leadership Oversee large scale office renovation while ensuring zero productivity losses Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize special events, meetings, and corporate travel arrangements Study internal literature to become an expert on products and services Consistently recognized and promoted for excellence in office management Represent company brand with poise, integrity, and positivity

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andClient Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, andclient base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Duties & Responsibilities Successfully managed multiple businesses ensuring professional and profitable operations Utilized management abilities to cut operating costs while increasing revenue Hired, trained, directed, and reviewed sales, administrative, and customer service personnel Designed and implemented employee review and recognition programs Oversaw company human resources, accounting, and supply departments Responsible for benefit administration, payroll, budgets, volume, ordering, and merchandising Negotiated and finalized vendor contracts guaranteeing quality product at low prices Generated record breaking sales through successful marketing, networking, and other tactics Consistently recognized for excellence in team leadership, sales, and marketing Built long - term relationships with business partners, clients, and community leaders Provided exceptional customer service resulting in repeat business and referrals Fostered an atmosphere of respect and dedication to company goals Performed all duties in a positive, courteous, and timely manner

Customer Service Representative — Duties & Responsibilities Oversee customer service and IT support across a variety of industries and settings Responsible for 24 hour, 7 days per week help desk management for both clients and team members Utilize interpersonal skills and advanced IT knowledge in service of national and international clients Direct team of IT and customer service professional handling inquiries and escalations in a timely manner Responsible for Level 1, 2, and 3 service across a variety of highly technical IT matters Document customer service activities, update client accounts, and follow up as needed Build and strengthen professional relationships with clients and partners resulting in loyalty and strong revenue Responsible for departmental budget, team workflows, and IT inventory management Hire and train employees in customer service and IT management best practices Manage varied IT projects including migrations, infrastructure development, and network administration Utilize strong abilities and training in Microsoft, Linux, and Apple systems Serve as liaison between multiple departments and senior leadership Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Consistently promoted for excellence in both educational and for - profit industries Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage large staffs of sales and customer service professionals, administrative personnel, and volunteers Oversee daily office administration and special events ensuring effective and efficient operations Author and present various departmental progress and accounting reports to senior leadership Manage accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring profitable operations Design and implement marketing and sales strategies resulting in significant company revenues Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and travel arrangements Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Professional Experience Insert Company Name (Savannah, GA & Los Angeles, CA) 2008 — Present Property Manager • Manage residential property in multiple communities across the United States • Responsible for corporate accounting, maintenance, and contract negotiation • Respond to resident needs in a timely manner ensuring client satisfaction • Perform all duties with integrity, positivity, and professionalism