- Arch.co (New York, NY)
- … Management Process ongoing updates from clients and fund sources Monitor client data for quality and consistency, proactively resolving discrepancies Implement ... time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter,...we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in… more
- Informa Group Plc. (New York, NY)
- …across our growing client base Advising on and participating in the use of client data to support other initiatives at the firm Completing other tasks and ... and platform configuration, including: Configuring and customizing our solutions to client -specific data , strategies, and business needs Mining, cleaning, and… more
- Recruit Monitor (Rochester, NY)
- …audits to ensure your compliance with standards and service levels. Maintain accurate client and policy data and documents within your Paychex systems. Use ... About the job Remote Work From Home Data Entry Specialist We are seeking a ...process standards. Nurture relationships with your buyer in the client organization as well as with the day-to-day … more
- Integration Appliance, Inc. (New York, NY)
- …willing to learn about private equity and investment banking front office business operations. Data : Analyzing and understanding client data is an important ... client -facing consultative work and behind-the-scenes platform design, configuration, data analysis, and data manipulation. The Senior... requirements Lead and consult on complex QA for client sites Analyze client legacy data… more
- Citigroup, Inc. (New York, NY)
- … sources that the business uses today and identify relevant new sources and data -sets to mine for client and business needs Execute analytical experiments and ... in production by collaborating with software developers within Citi's Execution Services and Data and Client Platforms franchises Keep current with technical and… more
- Newfront (New York, NY)
- …and provide oversight. Adaptability and flexibility to address issues and respond to client needs. Capacity to analyze data , adopt use of technology systems, ... approach so that it starts and ends with the client , not the product, and empowering people for moments...productive employees, and more successful clients. The Total Rewards Client Manager is responsible for assisting Newfront employee benefits… more
- CAMBA (Brooklyn, NY)
- …or assessment of clients and clients' families, and conduct periodic reassessments. Input client data and client progress information into automated ... database. Review and complete all CAMBA intake forms with the client . Refer clients to appropriate services based on their needs. Answer incoming calls and check… more
- CAMBA (Brooklyn, NY)
- …protect the security and privacy of individually identifiable health information. Input client data using DHS' CARES database, as needed. Communicate effectively ... The Shift Supervisor Does: Maintain professional relationships with clients and client confidentiality. Must remain on-site to always provide supervisory coverage,… more
- Center for Supportive Schools (New York, NY)
- …is a plus Knowledgeable in student support services Ability to obtain and utilize client data to drive decisions Demonstrated ability to work independently and ... Knowledgeable in student support services Ability to obtain and utilize client data to drive decisions Demonstrated ability to work independently and… more
- Wealth Enhancement Group (Tarrytown, NY)
- …as required by the team Systematize the review process utilizing the CRM system Gather data for client reviews and review client files for additional sales ... Create financial plans for clients as required by the team Analyze a client 's financial data in light of their financial goals Meet or call clients to obtain… more
