Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund interaction on daily operational issues.
Appears in 5 contracts
Samples: Multiple Services Agreement (Brinson Funds Inc), Multiple Services Agreement (Brinson Funds Inc), Transfer Agent Services Agreement (Milestone Funds)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staffAgency. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund interaction on daily operational issues.
Appears in 3 contracts
Samples: Services Agreement (Roulston Funds), Transfer Agent Services Agreement (Winthrop Opportunity Funds), Transfer Agent Services Agreement (Roulston Family of Funds)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as relationship and is the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, up and constant fund interaction on daily operational issues.
Appears in 3 contracts
Samples: Services Agreement (DLJ Winthrop Opportunity Funds), Investment Company Services Agreement (Stratton Funds Inc), Investment Company Services Agreement (Sports Funds Trust)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund Trust and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund Trust interaction on daily operational issues.
Appears in 2 contracts
Samples: Multiple Services Agreement (Beacon Global Advisors Inc), Investment Company Services Agreement (Calamos Investment Trust/Il)
Client Services. 1. A. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staff. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund Fund interaction on daily operational issues.
Appears in 2 contracts
Samples: Investment Company Services Agreement (Chapman Funds Inc), Investment Company Services Agreement (Matthews International Funds)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund and the Transfer Agency staffAgency. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund Fund interaction on daily operational issues.
Appears in 2 contracts
Samples: Transfer Agent Services Agreement (Bjurman Funds), Transfer Agent Services Agreement (Metropolitan West Funds)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as relationship and is the liaison between the Fund and the Transfer Agency staffInvestor Services Group. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, up and constant fund Fund interaction on daily operational issues.
Appears in 1 contract
Samples: Services Agreement (Polynous Trust)
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as relationship and is the liaison between the Fund and the Transfer Agency staffInvestor Service Group. Responsibilities include scheduling of events, system enhancement implementation, special promotion/promotion / event implementation and follow-up, up and constant fund Fund interaction on daily operational issues.. Specifically:
Appears in 1 contract
Client Services. 1. An Account Manager is assigned to each relationship. The Account Manager acts as the liaison between the Fund Trust and the Transfer Agency staffAgency. Responsibilities include scheduling of events, system enhancement implementation, special promotion/event implementation and follow-up, and constant fund Trust interaction on daily operational issues.
Appears in 1 contract
Samples: Transfer Agent Services Agreement (First Mutual Funds)
