Sentences with phrase «provide additional financial services»

Some exchanges also provide additional financial services such as advanced trading and margin lending.

Not exact matches

CNBC also has a vast portfolioof digital products which deliver real - time financial market news andinformation across a variety of platforms including: CNBC.com; CNBC PRO, thepremium, integrated desktop / mobile service that provides live access to CNBCprogramming, exclusive video content and global market data and analysis; asuite of CNBC mobile products including the CNBC Apps for iOS, Android andWindows devices; and additional products such as the CNBC App for the AppleWatch and Apple TV.
The Department also believes that making the rule immediately effective will provide plans, plan fiduciaries, plan participants and beneficiaries, IRAs, IRA owners, financial services providers and other affected service providers the level of certainty that the rule is final and not subject to further modification without additional public notice and comment that will allow them to immediately resume and / or complete preparations for the provisions of the Rule and PTEs that will become applicable on June 9, 2017.
We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.
In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
Budget recommendations so far offer few clues to the financial future of seven P - 12 programs that target support to Kentucky students with distinctive needs: Extended school services programs that provide additional instructional time outside the regular school day...
Financial arrangements can also be made at arm's length through a trust company, which can provide additional access to services including tax preparation, investment management, banking services and more.
Those who engage in transactions with CreditAbsolute.com by purchasing service, for example are asked to provide additional information, including as necessary the personal and financial information required to process those transactions.
You can of course get a better interest rate at most of the financial institutions on our comparison chart, including directly with EQ Bank, but the Wealthsimple account provides some additional convenience for customers who use its investment services.
In addition to the credit report review, Sky Blue specialists will provide consumers with additional financial assistance services including rebuilding credit score advice and tips to establish a credit profile lenders are looking for in new customers.
Additional protection of funds is also provided by virtue of the fact that Valutrades is also a participant in the Financial Services Compensation Scheme.
The well known online financial site FastGuaranteedLoans.com has taken the lead and partnered with an eminent Law Firm to provide an additional free service for customers.
For instance, they can go for credit enhancement where a bank or financial institution agrees to provide additional funds to service the investors, in case the cash flows from the investment itself were to suffer.
Toyota's Rivera says offering a proprietary card through Toyota Financial Services provides the auto manufacturer additional insight into their cardholders.
They also sponsor higher education and the arts by providing additional financial assistance and services to students and families throughout the Humble, Atascocita, and Kingwood communities.»
The Court thus struck down the German visa requirement as a new restriction on the freedom to provide services because of the «additional and recurrent administrative and financial burdens involved in obtaining such a permit» (Soysal and Savatli, para 55).
Injured workers covered under the WCA will likely have priority access to medical care and diagnostic tests because health care providers receive financial incentive to provide expedited services since the WCB pays additional fees for services performed in an accelerated time frame (see Workers» Compensation Board, Physician's Reference Guide at 11).
The goal is to provide returning women with additional experience and skills while helping law firms, legal departments, and financial services firm replenish their talent pipeline with diverse, high - performers who have a desire to return to and advance in these professions.
If you have an existing retail location, such as an income tax preparation business, a financial planning business, or a mail service and notary center, a legal document preparation business is a natural add - on and a source of additional income.You need a legal background because you do not provide legal advice.
Requirements include $ 7.5 million in minimum capital, access to additional capital based on a state solvency review, a business plan that shows adequate support staff, and systems to collect premiums, pay claims and provide customer service, said Caleb Buhs, public information officer with the Michigan Department of Financial and Insurance Services.
The EDD requires banks to verify additional information for cryptocurrency exchanges: the purpose of financial transactions and the source of money; details about services that the exchanges provide; whether the exchanges are using real - name accounts; and whether the exchanges verify their users» identification.
Skills and Experience: * Previous experience working within a Customer Service role is ideal * Experience of Credit / Debt Management would be advantageous * Competent in Microsoft Office, including Word, Excel and Outlook * Experience working within Financial Services would be of advantage * Ability to adhere to strict governance, process and policy * Quality driven with excellent attention to detail * Must have 5 GCSE's A-C if no work experience Additional Information Start date: We are looking for you to be able to start with on our planned training induction date confirmed on: 17th Macrh 2018 We will invest significant training to provide you with the knowledge and skills to be successful in the role.
• Assisted clients in filling out loan application forms and ensured that all information is correct and complete • Provided clients with information regarding the bank's financial products and services • Verified information provided by clients by contacting their employers and credit bureaus • Ascertained that all paperwork and additional documents are present with each loan application • Followed up on loan statuses and provided clients with information on which stages their applicationProvided clients with information regarding the bank's financial products and services • Verified information provided by clients by contacting their employers and credit bureaus • Ascertained that all paperwork and additional documents are present with each loan application • Followed up on loan statuses and provided clients with information on which stages their applicationprovided by clients by contacting their employers and credit bureaus • Ascertained that all paperwork and additional documents are present with each loan application • Followed up on loan statuses and provided clients with information on which stages their applicationprovided clients with information on which stages their applications are on
Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with financial aid application process Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner
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, aServices 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, aservices 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, aservices 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
Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills 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 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 Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies 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 Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed
Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new staff members in daily operations, billing, and company policies Oversaw all financial records, bookkeeping, and accounts payable / receivable Responsible for scheduling of all patient appointments, procedures, and follow - ups Handled all company correspondence ensuring professional image and reputation Served as first point of company contact with clients and general public Provided excellent customer service ensuring client satisfaction and repeat business Maintained confidential client and patient information database Opened new patient accounts and upgraded existing files Inventoried company office supplies and replenished as needed Performed additional administrative duties including faxes and phones Conducted all responsibilities in courteous, polite, and positive manner
Administrative Assistant — Duties & Responsibilities Provide effective administrative support services across a variety of industries Represent company brand with poise, integrity, and positivity Strictly adhere to department budgets and project timelines Responsible for tracking and replenishing office supplies and product inventory Study internal literature to become an expert on products and services Develop and strengthen relationships with vendors, customers, and coworkers Encourage high customer retention by maintaining friendly, supportive contact with existing clients Generate record sales through networking, referrals, and other tactics Manage complex, high volume telephone systems and in person reception duties Oversee financial records, bookkeeping, and accounts payable / receivable Provide excellent customer service ensuring client satisfaction and repeat business Consistently recognized for excellence in customer service and operational support Proficient in Microsoft Office suite, software troubleshooting, and minor hardware repair Perform additional administrative duties including faxes, photocopying, and filing Conduct all responsibilities in courteous, polite, and positive manner
Professional Duties & Responsibilities Served as administrative support specialist ensuring effective and efficient operations Managed complex, high volume telephone systems and in person reception duties Established, authored, marketed, and maintained company websites Responsible for all website copy, graphics, and responses to online inquiries Authored and edited brochures, newsletters, business cards, and sales presentations Oversaw financial records, bookkeeping, and accounts payable / receivable Negotiated contracts with vendors, partners, and clients Scheduled meetings and handled travel arrangements Oversaw mail room operations, office supply orders, and data entry at 60 words per minute Provided excellent customer service ensuring client satisfaction and repeat business Performed additional administrative duties including faxes, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner
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