Sentences with phrase «with multiple client accounts»

Not exact matches

With larger, ongoing contracts involving multiple voices and languages, Ciccarelli will assign an account manager to work with clients, and charge a project management With larger, ongoing contracts involving multiple voices and languages, Ciccarelli will assign an account manager to work with clients, and charge a project management with clients, and charge a project management fee.

Banks want sticky clients with multiple accounts for cross selling and revenue generation purposes.

Professionals can use one account to work with a single client or multiple families directly through OurFamilyWizard.

With an OFW Professional Account, practitioners can work with one client or multiple families directly through the websWith an OFW Professional Account, practitioners can work with one client or multiple families directly through the webswith one client or multiple families directly through the website.

Email: The Kindle Fire HD comes with a default email client that will work with multiple Gmail, Yahoo Mail, Hotmail, AOL, Exchange, IMAP and POP e-mail accounts.

With our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered accoWith our clients we're often managing large portfolios with multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered accowith multiple accounts and we may wish to hold, for example, international equities in an RRSP and US equities in a non-registered account.

With the 3 in 1 demat account by ICICI, clients don't need to open multiple accounts for trading and fund management separately.

«We look forward to providing our clients with key product enhancements that are important to them, such as direct access for a participant's financial adviser, paperless account opening, online fixed income trading, and the ability to trade through multiple channels.

Advisors have the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit account (STL) under the master account.

Investment manager has the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit account (STL) under the master account.

However, for clients with multiple accounts, it can be a confusing experience first time through.

CosmoLex's accounts payable module will address multiple issues associated with vendor bills, including recouping client costs, proper allocation of vendor bills to the appropriate cases, and post settlement lien - claim disbursements for personal injury firms.

CosmoLex's accounts payable module will address multiple issues associated with vendor bills including recouping client costs, proper allocation of vendor bills to the appropriate cases, and post settlement lien - claims disbursements for personal injury firms.

Successful firms that remain compliant with IOLTA accounting regulations are mindful of: Commingling of funds - Successful firms avoid any type of co-mingling, be it: Client to Client Co-Mingling, Client to Law Firm Funds Co-Mingling or Client's Multiple Matters Co-Mingling.

These matters often entail multiple investigations in numerous U.S. and foreign locations and have required us to work closely with the client's internal legal, compliance, audit and accounting staffs, as well as various outside auditing and accounting firms, private investigators, and foreign counsel.

The software solution overcomes traditional MAM and PAMM limitations and allows money managers to execute trades, and manage multiple clients through one master account with multi-currency capabilities.

Met with multiple clients to offer help with any questions they had on their brokerage and retirement accounts.

Managed the full scope of housing services while meeting all deliverable dates with clients and hotels by taking ownership of the housing process for conventions, trade shows, large scale sporting events and professional conferences on multiple accounts.

- Building relationships the Company's established customer base - Corresponding with customers via phone and email - Issuing product availability, product lead times and pricing information to your accounts - Taking and entering orders into the company's order entry (Sage) system - Coordinating order placement between multiple overseas production sites - Compiling all required documentation for shipping - Overseeing shipments and deliveries, and expediting them when needed - Managing your client's invoicing process - Maintaining and updating your client's files within the database - Monitoring sales data in order to assist with the management of inventory levels - Preparing detailed reports for your customers as needed - Performing other duties as assigned

Cameron partners with clients in multiple capacities, whether that is driving cultural change by supporting a key single position recruit at a local business, or fully aligning with a National Account to work through a full rebranding and / or expansion plan.

Business Development Manager — Microsort, Redmond, WA — 9/2009 -6 / 2011 • Led SaaS sales and business development for the PNW region • Conducted market research to identify prospective targets and potential influencers • Coordinated a team of 19 in securing and managing new customer accounts • Became key point of contact for customer relationship management and development • Liaised with technical teams to ensure implementation according to customer goals • Proposed new product concepts to meet market demand • Delivered a 39 percent boost in revenue within a single year through skillful customer targeting • Reduced the sales cycle from two weeks to eight days by bringing in additional support staff • Landed multiple major branded client accounts in the technology sector

• Strong sales skills with exceptional convincing power • Demonstrated ability to sell company products to customers as well as deal with competitive issues • Strong computer and phone skills: Able to answer phone calls in good manner, create MS Word documents, Excel spreadsheets, and create / maintain client accounts • Able to maintain neat and pleasant appearance in a fast paced environment • Exceptional organizational and time management skills • Able to handle numerous tasks and arrange multiple files simultaneously • Proven ability to think in an anticipatory way, one step ahead of the process

Job Responsibilities • Answer telephones • Provide customer service and support • Organize, schedule and maintain calendars • Create and maintain online CRM and filing system • Submit and reconcile expense reports • Act as the point of contact and support for internal and external clients • Provide support for management and account reps with various tasks Required Education, Experience, and Skills • Post-high school office experience • Excellent computer skills, including Microsoft Office, CRMs, and Quickbooks • Be able to excel in a self - starting work environment • The aptitude to create policies and procedures • Outstanding customer service skills • Excellent writing and communication skills • High - level organizational skills with an accurate attention to detail • The ability to work without direction As an employee of a small business, the ideal candidate must be willing to learn what they don't know and be willing to assume job duties in multiple roles as needed to benefit the company.

Worked with multiple clients to analyze their systems while taking into account their current hardware construct, software versions, database structure, and security requirements.

Partnered with Account and Creative teams to create innovative collateral, in - store POS, promotional and event materials for multiple clients

Professional Duties & Responsibilities Served as technical consultant and engineer for varied technology companies Responsible for major client accounts including Emerson Motors Therm - O - Disc Designed, developed, and launched multiple programs for a variety of applications Created backend logic for E-Warranty System and integrated with Oracle E-Business Suite Database using PL / SQL procedures Wrote scheduled interfaces for data extraction and loading into Oracle E-Business Suite Developed Oracle Reports using Oracle Developer Suite 10g, XML Publisher, and OBIEE Significant experience in design, development, and testing of E-Business Suite Oracle Apps 11i, D2K Forms, Reports 6i, XML Publisher Reports, Discoverer Reports, Conversion & Interfaces, Oracle apps modules inventory, Order Management, BOM, WIP, AR, AP, GL, and Install Base Completed multiple academic projects utilizing Java Swings for Object Oriented Programming, VB6, Oracle Database, Oracle 9i, Developer 2000, and Autocad Performed all duties in a professional, positive, and timely manner

Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Responsible for accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring effective operations Perform product research, verify specifications, and author sales / marketing proposals Manage product inventory, client database, order processing, and shipping Design and implement successful special events generating new customers and enhanced brand awareness Create and manage corporate helpdesk, information database, and policies and procedures for daily operation Negotiate contracts with vendors, contractors, and clients resulting in a financially favorable agreements Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and corporate travel arrangements Create a clean, friendly, and productive office atmosphere Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Office Manager — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage marketing, sales, and customer service ensuring profitable and efficient operations Responsible for accounts payable / receivable, budgets, and other accounting functions Direct human resources including payroll, benefit administration, and talent recruitment Design and distribute marketing materials, corporate newsletters, and other collateral Cut company expenses by 40 % through effective inventory and order management procedures Negotiate contracts with vendors resulting in a 30 % reduction in expenses Serve as liaison between multiple departments and senior leadership Oversee large scale office renovation while ensuring zero productivity losses Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize special events, meetings, and corporate travel arrangements Study internal literature to become an expert on products and services Consistently recognized and promoted for excellence in office management Represent company brand with poise, integrity, and positivity

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, andClient 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, andclient 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, and sales

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics 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 Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs 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 Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Duties & Responsibilities Successfully managed multiple businesses ensuring professional and profitable operations Utilized management abilities to cut operating costs while increasing revenue Hired, trained, directed, and reviewed sales, administrative, and customer service personnel Designed and implemented employee review and recognition programs Oversaw company human resources, accounting, and supply departments Responsible for benefit administration, payroll, budgets, volume, ordering, and merchandising Negotiated and finalized vendor contracts guaranteeing quality product at low prices Generated record breaking sales through successful marketing, networking, and other tactics Consistently recognized for excellence in team leadership, sales, and marketing Built long - term relationships with business partners, clients, and community leaders Provided exceptional customer service resulting in repeat business and referrals Fostered an atmosphere of respect and dedication to company goals Performed all duties in a positive, courteous, and timely manner

Harris Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software operation

Professional Duties & Responsibilities Directed creation and implementation of multiple nationwide sales campaigns Increased sales in participating markets by 275 % resulting in $ 7 million profit Secured accounts with minimum annual income streams of $ 250,000 Recognized by senior management as a leader in company revenue generation Coordinated efforts across all company divisions ensuring effective operations Assisted Executive Team with formation and deployment of marketing collateral Trained sales representatives in best practices increasing team efficacy Built lasting relationships with major industry and governmental figures Represented client interests in legislative hearings and governmental meetings Provided oversight to company finances ensuring profitable operations Reviewed contracts and agreements for accuracy and to protect company interests

Customer Service Representative — Duties & Responsibilities Oversee customer service and IT support across a variety of industries and settings Responsible for 24 hour, 7 days per week help desk management for both clients and team members Utilize interpersonal skills and advanced IT knowledge in service of national and international clients Direct team of IT and customer service professional handling inquiries and escalations in a timely manner Responsible for Level 1, 2, and 3 service across a variety of highly technical IT matters Document customer service activities, update client accounts, and follow up as needed Build and strengthen professional relationships with clients and partners resulting in loyalty and strong revenue Responsible for departmental budget, team workflows, and IT inventory management Hire and train employees in customer service and IT management best practices Manage varied IT projects including migrations, infrastructure development, and network administration Utilize strong abilities and training in Microsoft, Linux, and Apple systems Serve as liaison between multiple departments and senior leadership Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Consistently promoted for excellence in both educational and for - profit industries Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage large staffs of sales and customer service professionals, administrative personnel, and volunteers Oversee daily office administration and special events ensuring effective and efficient operations Author and present various departmental progress and accounting reports to senior leadership Manage accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring profitable operations Design and implement marketing and sales strategies resulting in significant company revenues Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and travel arrangements Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Resort Manager — Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Increased Guest Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Experience Insert Company Name (Savannah, GA & Los Angeles, CA) 2008 — Present Property Manager • Manage residential property in multiple communities across the United States • Responsible for corporate accounting, maintenance, and contract negotiation • Respond to resident needs in a timely manner ensuring client satisfaction • Perform all duties with integrity, positivity, and professionalism

Professionals can use one account to work with a single client or multiple families directly through OurFamilyWizard.

When a top producer was competing in a multiple - offer scenario for a client that was out of town with no access to a printer, scanner, or fax machine, she used my DocuSign account to obtain the signatures and winning offer.