Sentences with phrase «operations of financial services firm»

Managed operations of financial services firm, consistently increasing sales while mitigating risks.

Not exact matches

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $ 2.5 trillion and operations worldwide.

As a result of our ever - changing and evolving world, it has become necessary for firms in the financial services industry to take steps to ensure their preparedness to meet customer needs and resume regular business operations in a timely manner in the event of an SBD.

«Big four» professional services firm EY says that blockchain could transform its finance operations and redefine the role of chief financial officer.

To use smart algorithms responsibly, companies — particularly financial services firms — must identify potential problems early and have a well - conceived plan for addressing and removing unintended bias before it leads to discrimination in their lending practices, as well as potential discriminatory biases that may reach beyond lending and affect other aspects of a company's operations.

Heramb joined XPV Water Partners in 2016, bringing more than 10 years of experience in strategy, finance, and operations functions within global asset management and financial services firms.

Venture capital firms often now take pains to potray themselves as founder friendly, offering simpler term sheets and perhaps a suite of operations, marketing or financial services that founders can call upon to boost their products.

The BMW Group in the United States has grown to include marketing, sales, and financial service organizations for the BMW brand, the MINI brand, and the ROLLS - ROYCE brand of Motor Cars; DesignworksUSA, an industrial design firm in California; a technology office in Silicon Valley and various other operations throughout the country.

Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $ 2.4 trillion and operations worldwide.

Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $ 2.6 trillion and operations worldwide.

First Caribbean International Bank (formerly Barclays) was formed in 2003 by the merger of the Caribbean operations of Barclays, the giant U.K - based financial service firm, and those of another large bank, Canadian Imperial Bank of Commerce (CIBC).

About Chase Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $ 2.5 trillion and operations worldwide.

Epiq is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencies — helping them streamline the administration of business operations, class action and mass tort, court reporting, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters.

Alternative fee arrangements and drivers like the commoditization of legal services, online practitioners, and evolving client expectations are a perfect storm that is likely to erode the financial wellbeing of firms that don't proactively seek ways to improve their business operations.

Law firms who outsource some, or all, of their accounting and billing operations are able to save money, obtain substantially better financial information, and utilize firm leadership time and energy on more profitable pursuits like client service and attracting new clients.

Throughout the years, this insurer has grown into one of the largest and strongest financial services firms in the country — and it currently stands as a unit of Manulife Financial Corporation, a leading Canadian - based financial firm that has operations in the U.S., Canada, andfinancial services firms in the country — and it currently stands as a unit of Manulife Financial Corporation, a leading Canadian - based financial firm that has operations in the U.S., Canada, andFinancial Corporation, a leading Canadian - based financial firm that has operations in the U.S., Canada, andfinancial firm that has operations in the U.S., Canada, and in Asia.

Internships offer insight into the day - to - day operations in a financial services firm and they can teach you the basics of the industry to get you ready for your career.

Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms.

Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency

Golfsmith International (Duluth, GA) 1/2005 — 6/2006 General Manager • Executed all relevant retail operations and financial administration for a high - profile store, successfully increasing sales versus both plan and LY regularly while competing in and winning company sales programs • Earned selection as 1 of 3 GM's to evaluate, revise, and implement the Selling & Service Program to entire firm, training regional and general managers in the selling solutions program and providing guidance to underperforming store managers • Assisted management with various other duties as assigned

Property Management — Duties & Responsibilities Coordinate regular maintenance and repairs as well as emergency resolution through the efficient management of maintenance team and general / sub-contractors, also participating in restoration and renovation projects to ensure timely completion within designated budgets Develop annual property budget and monitor with monthly variance reports, preparing financial statements and various regular and ad - hoc reports on property status, including occupancy rates and lease expirations Provide relevant oversight and administration to tenant build - outs, utility service termination and transfer, supply purchasing, and building consolidation processes Support firm management to aid in effective customer service, maintenance, and general property operations, delegating important tasks and assignments while overseeing all critical management aspects Organize, manage, and execute all aspects of the lease process, facilitating the ease of operational aspects as well as price / term negotiations, rental agreement reviews, rent collection, impounds, and tenant eviction as necessary Generate increased revenue through tenant referrals as well as consistent lease renewals through effective service and timely issue resolution Identify and develop talent among hired staff and property personnel, utilizing focused training efforts within a performance - based work environment designed to utilize the critical strengths of assistants, supervisors, and techs Provide continuous assessment of property usage and needs, while furnishing oversight and guidance regarding effective preventative maintenance programs, renovation considerations, and cost reduction / control measures Maintain a strong working knowledge of the leasing property, respective marketplace, and general economic trends Act as a liaison between clients, vendors, sales personnel, support staff, and senior management to facilitate information flow and drive operational efficiency

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

Joining a growing list of corporations that are moving their real estate operations to a third - party provider, financial services firm Principal Financial Group (NYSE: PFG) today outsourced facilities management for its 4.3 million sq. ft. of office space to Jones Langfinancial services firm Principal Financial Group (NYSE: PFG) today outsourced facilities management for its 4.3 million sq. ft. of office space to Jones LangFinancial Group (NYSE: PFG) today outsourced facilities management for its 4.3 million sq. ft. of office space to Jones Lang LaSalle.

Around 40 years later, the financial services firm financed the construction and operations of the original 7 World Trade Center and owned the Seagram Building for a dozen years, Philip McAndrews, its chief investment officer of global real estate, told Commercial Observer.