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31 Cards in this Set
- Front
- Back
|
TL
|
Team Leader
Various |
|
|
AE
|
Account Executive
Sales |
|
|
CAC
|
Client Account Coordinator
Client Services |
|
|
CARRF
|
Compliance Approval Request Form
Compliance |
|
|
CCS
|
Client Correspondence Specialist
Client Services |
|
|
COM
|
Client Owner's Manual
N/A |
|
|
COP
|
Client Operations Associate
Client Services |
|
|
CSOM
|
Client Services Operations Manager
Client Services |
|
|
CSTIC
|
Client Services Training & Information Coordinator
Client Services |
|
|
FIIRE
|
FI Information Resource Environment
N/A |
|
|
FPAF
|
Fee Payment Authorization Form
N/A |
|
|
GVP
|
Group Vice President
N/A |
|
|
IC
|
Investment Counselor
Client Services |
|
|
IPC
|
Investment Policy Committee
N/A |
|
|
IPD
|
Investment Policy Disclosure
Client Services |
|
|
IT
|
Implementation Team
Research |
|
|
LCD
|
Law/Compliance Department
Law/Compliance |
|
|
LOA
|
Letter of Agreement
N/A |
|
|
LOSI
|
Log of Service Issues
N/A |
|
|
NOC
|
No Order Code
N/A |
|
|
OSP
|
Outside Sales/Service Person
Sales |
|
|
PA
|
Portfolio Accounting
Trading |
|
|
PAR
|
Portfolio Analysis/Recommendation
Research |
|
|
PDT
|
Project Development Team
Client Services |
|
|
PEG
|
Portfolio Evaluation Group
Research |
|
|
PRA
|
Problem Resolution Associate
Client Services |
|
|
QC
|
Quality Control
Client Services |
|
|
R&R
|
Rap & Review
N/A |
|
|
RSA
|
Regional Sales Associate
Sales |
|
|
SOTS
|
Service Optimization & Task Summary
Research |
|
|
RAP
|
Research Analysis & Production
Research |
