Sentences with phrase «numerous client relationships»

Banks and insurance companies would be strong candidates for this type of service because they already serve numerous client relationships through multiple channels.

Not exact matches

Not only do all these brokers offer level II quotes, but clients have numerous options for direct market routing and can even take full control of their routing relationships if they so desire.

Drawing upon these advantages, FinTech companies are capturing market share in numerous lines of business, despite having started without the credibility and trust associated with long - standing client relationships.

Relationship managers service only about 30 clients each, and monitor loans that are far too small and too numerous for the regional office of a nationwide bank to keep track of.

Not only do all these brokers offer level II quotes, but clients have numerous options for direct market routing and can even take full control of their routing relationships if they so desire.

We have a great relationship with our clients, who often refer us to their friends and families, and on numerous occasions we have received rave reviews from our clients.

Erin's career includes numerous successful marketing initiatives, such as implementing and executing a firm's business development program, initiating and completing a re-branding campaign, conducting an in - depth client relations coaching program for firm partners and creating a unique customer relationship management (CRM) database course, which effectively increased firm - wide usage.

Chris has handled over a hundred agency enforcement matters and numerous appeals as part of his work resolving cases, getting clients on track with compliance and improving their relationships with agencies.

The purpose of this chapter is to push outside counsel to think about the relationship with each client differently — to get away from a results - oriented state of mind and focus efforts on maximizing the experience of the client during the course of the representation; to discard the profit - oriented billing practices and strictly adopt the practice of billing - for - value; to evaluate outside counsel's actions from the perspective of the client, and to view herself as a legal concierge, retained for the purpose of addressing the numerous and varying needs of the client.

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.

Fostered symbiotic relationships with numerous sector research teams to fulfill recurring and ad hoc client requests.

ACCOMPLISHMENTS Simple Play Jan 2017 - Present Vice President - Sales o Responsible for strategic leadership of direct sales organization and business development o Manage key client relationships and work with clients to build win - win sales team development and sales strategies o Responsible for overall leadership to drive sales development of regional sales managers and associated campaigns nationwide o Developed numerous...

The Atlanta Daily World (Atlanta, GA) 10/2001 — 07/2004 Office Manager • Collaborated with marketing manager to create positive marketing and promotional partnerships on a local and national level, including the integration and utilization of various media relationships • Supervised and directed classified sales department in the maintenance of existing clientele and generation of new customers, outlining departmental sales goals and tracking associate progress versus established benchmarks • Implemented numerous subscriber promotions and sales campaigns while targeting key newsstands to grow subscriber base and issue sales, supervising members of the circulation team to ensure distributor, vendor, and client satisfaction • Managed various accounting functions to promote accurate billing to advertisers, newsstands, subscribers, and distributors on a weekly and monthly basis • Assisted team with proofreading functions on production day in addition to critiques of the layout and design of classified pages, focusing on paid advertisement placement, content accuracy, and overall appeal • Coordinated Atlanta Daily World sponsorships with the Georgia Statewide Spelling Bee, the City of Atlanta Camp Best Friend paper program, and the organizations» 75th anniversary celebration • Oversaw the execution of critical office and operational functions

Professional Experience Liberty Builders Inc. -LRB-[Insert City, State]-RRB- 2005 — Present Customer Service Division Manager • Recruit, train and oversee skilled laborers and concrete finishers while managing both work and labor schedules to meet varying demand levels and job requirements • Provide rate quotes to potential clients after thorough analysis and assessment of job scope, requirements and considerations, securing new relationships and growing firm revenue through the utilization of effective selling techniques • Develop, implement and track firm - level quality control program as well as train staff on related policies and procedures • Maximize resource utilization through numerous efficiency improvements and the organized reduction in labor force • Manage and reduce expenditures through the integration of streamlined order procedures

Red Chicago Marketing Solutions (Chicago, IL) 2005 — 2006 Account Executive — Restaurant, Catering, Advertising and Non-Profit Clients • Developed and maintained solid relationships with key local media outlets and long - lead publications, securing live - shot television feeds along with in - studio segments at NBC, ABC, FOX, and WGN stations • Authored media alerts and releases for outreach, providing client status reports and account summaries • Coordinated numerous interviews between clients and members of local and trade media • Maintained editorial calendars and master media database for effective outreach to key targets • Aided in special - event planning, brand promotion, media outreach, and campaign exClients • Developed and maintained solid relationships with key local media outlets and long - lead publications, securing live - shot television feeds along with in - studio segments at NBC, ABC, FOX, and WGN stations • Authored media alerts and releases for outreach, providing client status reports and account summaries • Coordinated numerous interviews between clients and members of local and trade media • Maintained editorial calendars and master media database for effective outreach to key targets • Aided in special - event planning, brand promotion, media outreach, and campaign exclients and members of local and trade media • Maintained editorial calendars and master media database for effective outreach to key targets • Aided in special - event planning, brand promotion, media outreach, and campaign execution

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

At Relationship Coaching Institute (RCI) this is a top priority of ours and we provide our proprietary, step - by - step Coaching Business Success System as well as templates for conducting promotional seminars, classes, workshops, listing graduates on our website, publishing newsletters for the public featuring our graduates, and providing referrals from our newsletter subscribers and website visitors, and numerous other ways of helping our graduates get clients.

I treat clients for numerous emotional struggles including depression, anxiety, relationship issues and life transitions.

However, managing numerous relationships with both prospective and existing clients can be tricky.

Establishing a helpful relationship with clients offers numerous advantages.