Sentences with phrase «position as client»

Would anyone really seriously suggest that a Customer who was given unqualified data, is in the same informed position as a Client who has been given information or counsel by a real estate Practitioner or Registrant?

Position As a Client Services Professional, provide platinum - level client production support, product knowledge transfer, and incident resolution to Redi2's diverse and prestigious production clients...

Alibhai's LinkedIn profile indicates: «Salima has resigned from her position as Client Partner at ZSA Legal Recruitment.

Her love of animals has led her to her current position as a Client Service Representative at Noah's Westside location, as well as her own pet - sitting service which includes rescuing, fostering, and placement.

Michelle joined Angell in 2014, first working as a Client Service Representative and in October of 2015, she moved to her current position as Client Care Coordinator, working with our Emergency / Critical Care and Ophthalmology services.

Finding that her talents were better utilized out front, she began her current position as client service specialist.

In September of 2011, he moved to his current position as a Client Care Specialist.

Not exact matches

As a team we were working on how we wanted to position the agency, looking for the emotional benefit that we could offer to our clients.

We never used it as a tagline, but more as a positioning statement for how we would serve up what we offered clients.

Elite positions are typically filled through retainment arrangements, whereby the recruiter is hired as the client's exclusive agent to identify and vet prospects according to an agreed - on methodology.

Wealthfront has positioned itself as the go - to robo advisor for clients with larger account balances, specifically those with taxable accounts, thanks to its direct indexing feature and excellent tax - loss harvesting.

Kraft Heinz is positioned to outperform its peers as the industry transitions from a growth to mature stage owing to its strong brand portfolio & unique culture,» analyst Akshay Jagdale wrote in a note to clients Friday.

As counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientAs counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientas it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clients.

Entrepreneurs should write a book only to «systematically position themselves as an authority in their industry,» he says, which could mean «speaking and consulting fees, leads that turn into new clients, interviews and PR.»

The agency can work with WPP clients and other brands and plans to offer services to clients such as positioning and messaging, content projects, video and photography, social - media management, audience development, and insights and analytics.

• Michael Condon has joined Fund Evaluation Group as senior VP and outsourced chief investment officer, a new position focused on OCIO offerings to endowment and foundation clients.

He has held positions specializing in Customer Relationship Management, Marketing Automation and sales support systems at both venture funded and privately held businesses, working with clients such as Microsoft, Oracle, and Salesforce.com.

Ms. Pang advanced to her current position as Manager of Private Client Service in August 2007.

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 services.

It might be a small opportunity, such as the chance to pick up a new client, or a large one, such as getting your product on the shelves in a large retail chain, but as a small business owner, you have to keep scanning the horizon yourself and positioning yourself to benefit from the opportunities that you find.

Previously, he held positions as Vice President in the Construction Group of Willis Towers Watson and then as Managing Director and Senior Vice President of Aon Corporation, where he managed a team of consultants to provide integrated approaches to evaluate and develop comprehensive risk management programs to many Top 100 Engineering - News Record clients.

Rupal's prior leadership roles within a complex family office have positioned her well to drive our business forward as we continue to deliver exceptional, differentiated service to our family office clients.»

WBENC's robust workshops focus on what WBEs need to know to enhance their positions as suppliers: how to hone skills that are sought - after by their clients, leverage existing expertise for greater growth, and build their capacity to meet the increasingly sophisticated needs of major corporations and government entities.

The addition of CleverCoin cements Kraken's position as the undisputed leading exchange in Europe with the arrival of thousands of new clients, while other geographic markets experience record growth.

With a total 125 planners in 42 offices serving 30,000 - plus clients, Edelman has long positioned itself as the Starbucks of financial planning: the firm's framework for providing investment advice is highly consistent and systematized.

And I reckon, it's sort of interesting for me for private equity in terms of all we've seen, and what we have seen, where we have seen some misconduct and things like that,»cause I always think like, to my simple mind, that the people in private equity, they're the greatest, they're actually adding value to their clients, they're getting paid really really well, you know, if I was in that position, the one thing I would think to myself as I skipped to work was like just «Let's not mess it up.

Clients often disagree with my position, though where they disagree has been inconsistent, as I'll explain.

It is possible that some brokers use mandatory trade related stop - loss orders as an additional way to force clients to liquidate positions in normal market moves in over-leveraged accounts.

Founded in 1925, Erie Insurance Group provides insurance services to clients across a dozen states, and has offered remote jobs for positions such as property adjuster, material damage adjuster, nurse case coordinator, and senior risk control consultant.

For example, if you have client retirement accounts such as 401 (k) s and IRAs in conjunction with after - tax brokerage accounts, you should pay attention to what positions are in each account.

«Computershare's reputation and position as a leader in their field gave us confidence that we could facilitate a smooth transition for both affected CWT clients and employees.

I have fortunately gotten offers to work at a startup and in several different contexts similar to my previous position — and these are things I would potentially enjoy, yes, but to waste the potential equity that «personal brand», dirty as it may sound, creates for me (or anyone else) to leverage into client work that pays well and speaking gigs that open up other opportunities — would be a true «lighting on fire» of that which I had done to build that before quitting.

Having served as client advisor for corporate and wealth management clients in Switzerland and New York he has also covered a wide range of line management position in several areas of wealth management.

In the course of my career, I spent a number of years as a «Wealth Adviser» for a large money center bank, the purpose of which position was to advise wealthy clients on how to invest their money and then shift their assets down the generational ladder.

An advanced profile for individually assessed clients which enables the client to do the same as the basic profile and to write (sell / short) options and receive margin benefits on option strategies (combinations of options and / or underlying positions).

Whenever the underlying deliverable is redefined either as a basket / package containing multiple components, or any ratio of underlying shares, Saxo Bank will not support the action and will close out any open client positions.

In addition, as a client's need changes, they will be positioned to transition to the more traditional services these firms offer.

WeWork is positioning itself as another offering for its enterprise clients, large companies with more than 1,000 employees — including Samsung, Microsoft and Salesforce — which now make up nearly 25 percent of WeWork's total membership.

With more than 15 years of experience in fine wine and as one of the UK's largest fine wine investment companies, we are perfectly positioned to assist and advise our private clients to exploit the full potential of investment in this market.

Charging into its sixth year, Landes Foods has become well - positioned in the tortilla market as a supplier to major clients such as Ben E. Keith and Sysco.

The Group's strategy is based on creating solutions for clients and opportunities for growth, with the aim of strengthening the company's position as the -LSB-...]

Instead of positioning itself as another web design firm, Hungry Media is a creative digital agency that focuses on establishing a marketing partnership with its nationwide clients.

As a private practice clinician, I am in the position to control our work environment and choose how we will implement or not implement strategies for supporting our client's outcomes.

My clients love it because it has a unique curve design that acts as a wedge and helps keep baby facing Mom in the tummy - to - tummy position.

As a trade association for Registered Dietitians, AND — as I discussed in Food Politics — has as its primary goal to position RDs as the leading source of nutrition information for patients, clients, and the publiAs a trade association for Registered Dietitians, AND — as I discussed in Food Politics — has as its primary goal to position RDs as the leading source of nutrition information for patients, clients, and the publias I discussed in Food Politics — has as its primary goal to position RDs as the leading source of nutrition information for patients, clients, and the publias its primary goal to position RDs as the leading source of nutrition information for patients, clients, and the publias the leading source of nutrition information for patients, clients, and the public.

The five - count complaint against Mr. Silver on charges of wire fraud, mail fraud, conspiracy, and extortion outlines two schemes Mr. Silver used to leverage his official position as the Assembly speaer to rake in cash, which he presented as legitimately earned income for representing private clients.

Mr. Silver stands accused of two schemes in which Mr. Bharara alleges he used his position as Assembly speaker to rake in more than $ 6 million, which he presented as legitimately earned income for representing or referring clients in real estate or asbestos legal dealings.

He «took advantage of his position as senator and chairman of the Transportation Committee by corruptly causing lobbyists, who wanted Libous» influence to benefit their clients, to funnel money through a law firm to his son,» Manhattan U.S. Attorney Preet Bharara explained.

The five - count complaint on charges of wire fraud, mail fraud, conspiracy, and extortion outlines two schemes Mr. Silver used to leverage his official position as the powerful Democratic leader of the Assembly to rake in cash, which he presented as legitimately earned income for representing private clients.

«In truth and in fact, Silver has obtained millions of dollars in outside income as a direct result of his corrupt use of his official position to obtain attorney referral fees for himself, including from clients with substantial business before the State, and not as a result of legitimate outside income Silver earned as a private lawyer,» the complaint reads.