Sentences with phrase «of client service at»

To avoid that hit, â $ œI would certainly say, try to sell it before you die, â $ advises Scott Hayman, executive vicepresident and head of client service at the Toronto wealth management firm Northwood Stephens Private Counsel Inc..

Will there be a different level of client service at different asset levels, and will there be different levels of pricing?

Prior to joining Glass Lewis, John was Senior Director of Client Services at Broadridge Financial Solutions, formerly part of Automatic Data Processing (ADP).

Kellie is the general manager of client services at Australian Certified Organic and she can help you with all of your initial queries.

Susan Gunther, Partner, VP of Client Services at Marriner, remarked, «Anne's impressive background encompasses an integrated approach to marketing communications and firsthand restaurant experience, allowing her to bring a unique perspective to our internal teams and to our Clients.

Kelly Peterson is Director of Client Services at INscribe Digital, and brings 20 years of marketing and merchandising experience to her current role, helping major trade publishers, university presses, and independent publishers, agents and authors maximize their eBook sales and marketing efforts at the major retailers.

David Rae, vice-president of client services at Trilogy Financial Services in Los Angeles, says for most people, a mortgage is the single biggest payment they make every month.

Camille Stell is the Director of Client Services at Lawyers Mutual Liability Insurance while Kathryn Whitaker is the Marketing Director at Brooks Pierce.

«Jay did more than start a company; he helped create an industry,» said Vivian Hood, Managing Director of Client Services at Jaffe PR.

And in Texas, Amy Miller, Director of Client Services at Cox Smith Matthews (120 lawyers based in San Antonio), says that «we are heading back to the more traditional business dress.

«As long as companies are aware of the pitfalls, they can take steps to avoid they,» blogs Cheryl Boyer, SPHR, Vice President of Client Services at Berkshire Associate.

According to Lauren Nutt Bello, Partner and VP of Client Services at the agency (and a millennial herself), it's critical to establish early on that, even though you're in a leadership position now, your team's feedback is valued and appreciated.

Other business owners buy because they don't plan to grow beyond what they can comfortably handle, says Jim Higgs, director of client services at J.J. Barnicke.

Not exact matches

According to Lisa Fleming, PR Manager at Paychex, «The cost for fully outsourced HR services varies greatly and is typically customized based on the individual needs of the client.

Many new food delivery services are targeting corporate clients instead of individual consumers, understanding that the value proposition might be greater at the corporate level.

Mark is a director at UK - based chartered accountants Horner Downey & Co., established forty years providing sound advice and value for money services to a wide range of clients.

Mark is a director at Horner Downey & Co., UK - based chartered accountants established forty years providing sound advice and value for money services to a wide range of clients.

«That's just crazy,» says Jones, who held most of the coins on behalf of his clients at Bitcoin Builder, the service he built to facilitate arbitrage trading at Mt. Gox in its final weeks.

The fun name «does a lot of work for us» in sparking interest in Tangerine, Aceto says, but service at the customer level needs to be thoughtful and earnest in order to build a client base.

As the director of employer health service at Palo Alto Medical Foundation, Sinha provided the results of a biometric screening performed at one of PAMF's clients.

In January 2013, LanguageLine began client testing LanguageUc, a web - based video interpretation service that clients can access from nearly any device at the press of a button.

Just like in business in general, when you offer your clients a «done for you» service, even at a much higher price than general consulting, you will get a percentage of your clients who will be delighted to just have it done, and who will gladly pay much more for that privilege.

Over at Freelance Switch, Collis Ta'eed bought cows from Oxfam's Unwrapped service on behalf of their clients, then named these new bovine friends after major projects the team had worked on.

Perth - based Swick Mining Services says it made a number of redundancies to minimise costs during the March quarter and plans to make an impairment adjustment at year's end, despite an increase in demand for underground drilling from its existing clients.

«Being designated a primary dealer by the Federal Reserve Bank of New York is consistent with our global strategy of expanding our broker - dealer activities, as we seek to serve our clients with broader execution services and greater market insight and ideas,» Corzine said in a press release statement at the time.

«A lot of my job is ensuring clients don't pay too much for investments,» says David Christianson, a financial adviser at Winnipeg - based private financial services firm Wellington West.

A number of do - it - yourself platforms are debunking the myth that PR agencies are the only way to get covered in leading publications, but even these services come at a price and require the client to do most of the hard work themselves.

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenue.

At McMillan, a mid-sized marketing and advertising firm in Ottawa, management asks staff to give four to five weeks» notice before they make their formal vacation request, so it can be «reasonably assessed,» says David Moore, vice-president of client services.

«In theory, you're taking two RMDs right in this year,» said Sally Brandon, senior vice president of client service and advice at Rebalance IRA.

«I have built my career by understanding the needs of today's clients and working closely with my teams to deliver great service at every level,» said Wellins.

The new Secure Work Space feature will be managed through BlackBerry Enterprise Service (BES) 10, a new back - end system launched at the start of this year that allows BlackBerry's clients to control mobile devices on their internal networks.

The other issue is that many insurance companies that service small business don't carry all of the types of insurance that you are required by your client to carry or they may not carry the coverage at the levels required by the client.

Kasia Koziatek, a manager of client service in Detroit, recently returned to work after spending time at an orphanage in Peru, where she offered support and one - on - one attention to children there.

As for search marketing, in which marketers invest untold sums of money, time and energy to stay at the top of search engine results, it has one very severe flaw: It requires potential clients to actually be in search of the marketers» product or service.

We use, and recommend to our clients, to at least utilize Linked In as a validation service of testimonials and «recommendations.»

«Cyber-risk is becoming a huge business problem,» said Rocco Galletto, leader of managed security services at Deloitte Canada from the company's Toronto Cyber Intelligence Centre, which helps clients thwart and respond to cyber attacks.

As the new senior director for client services at Loyalty One, a Toronto marketing firm specializing in rewards programs, 37 - year - old Marshall Warkentin is the company's point of contact with clients.

«At comScore, we have long provided actionable insights into a broad range of online financial services such as credit cards, brokerage and mobile banking, which have helped our clients optimize their strategic digital marketing decisions.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

Prior to joining City Capital, David was an Investment Banking Analyst at BB&T Capital Markets in the Aerospace, Defense & Government Services Group focusing on providing financial and strategic analysis, valuation, industry research, due diligence and preparation of comprehensive client marketing materials.

Ms. Johnson began her financial services career at Fidelity Investments, where she held a number of investment consulting, client service and trading roles before becoming a Vice President, Financial Consultant.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sServices LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and sservices, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and servicesservices.

While at PerformRx, Terry was responsible for all service operations, client engagement, network development and clinical services and was instrumental in the expansion of PerformRX to the external Commercial, Medicaid and Medicare markets.

Express Scripts» commitment to service excellence is at the heart of everything we do and the positive feedback we receive gives us continued confidence in our ability to attract and retain clients,» said Wentworth.

At Saxo Markets, we engage with institutions of all types to help them capitalise on the disruption happening across financial services — particularly when it relates to technology and client experience.

Tom is also a two - time author, including How Clients Buy: A Practical Guide to Business Development for Consulting and Professional Services (2018) and Bread and Butter, a critically - acclaimed book that describes his work at Great Harvest and how he and his team created a nationally recognized corporate learning community and culture of best practices using collaborative networks.

At Anago, we clean every type of commercial property: facilities sizing from 1,000 square feet up to 200,000 square feet, businesses with off hours during the day or night, and serve clients who need cleanings from 1 - 7 days a week, including a daily porter service.

Bio: Stephen Pitts is a marketer with over 15 years digital marketing experience and is an Associate Partner in charge of SEO at Rosetta where he oversees a team of SEO professionals serving clients across industries like retail, financial services, travel / hospitality and technology.

At Knowledge Infusion he also developed and launched many new services at the firm and played a lead consulting role with many of the firm's Global 2000 clientAt Knowledge Infusion he also developed and launched many new services at the firm and played a lead consulting role with many of the firm's Global 2000 clientat the firm and played a lead consulting role with many of the firm's Global 2000 clients.