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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