• Marsh & McLennan Companies, Inc. (Aliso Viejo, CA)
    …with company and regulatory guidelines, and reflect a professional appearance. Ensure that client files and documentation are maintained according to policy and ... Company: Description: Summary The Client Manager provides advice and assistance requiring technical...advice and assistance requiring technical and industry knowledge and client service skills to meet client needs… more
    Upward (06/27/25)
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  • Morgan Stanley (Walnut Creek, CA)
    …(eg, funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at ... Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the… more
    Upward (07/08/25)
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  • Morgan Stanley (San Francisco, CA)
    …processing requests Onboard and maintain client accounts, including collecting client information and required documentation , capturing and assessing risk, ... POSITION SUMMARY: Client Service Associates provide exceptional service to our...inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services… more
    Upward (07/01/25)
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  • Sedaghat Agencies (Long Beach, CA)
    …industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions. Suggested ... most comfortable: their homes via Zoom Virtual Calls * Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess… more
    Upward (07/17/25)
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  • US VETS (Inglewood, CA)
    …standards Assists Program Coordinator and Director of Behavioral Health with auditing of client documentation such as client eligibility documentation , ... and other community partners on behalf of clients to for eligibility documentation , mental and physical health services. Facilitates client intake process… more
    Upward (07/17/25)
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  • Transitions Mental Health Association (San Luis Obispo, CA)
    …as assigned by the Clinical Program Administrator Job Environment: 1. Daily and frequent documentation of client services on the computer. 2. Services to be ... Job Type Full-time Description Position Title : Client Care Coordinator Program : Veteran's Wellness Program...appropriate CPT, ICD-10, and HCPCS codes based on clinical documentation . Follow up on unpaid claims, denials, and rejections… more
    Upward (07/18/25)
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  • Illumination Foundation (Whittier, CA)
    …Participate in one-on-one supervision with management to discuss program updates and client needs. Documentation , Data & Compliance Ensure timely and compliant ... Job Description The Lead Care Manager is a site-based, client -facing role that supports clients temporarily housed with Illumination... documentation of all client interactions in line with contractual and KPI requirements.… more
    Upward (07/06/25)
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  • Bayview Hunters Point Foundation (Glendale, CA)
    …scope of authority; consults with staff on problems relative to clients. Ensures client documentation is accurate and submitted within the established time ... evidenced based practice(s) (EBP); provides case assignment and tracks client progress in the EBP. Provides clinical and administrative...and stated goals as it applies to mental health documentation . Works closely with QA department to support … more
    Upward (07/15/25)
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  • Sullivan Curtis Monroe Insurance Svs LLC (Irvine, CA)
    …to provide informed recommendations to clients. Maintain organized and accurate client records, documentation , and communication through the Agency Management ... insurance carriers and internal teams to ensure accuracy, efficiency, and client satisfaction throughout the policy lifecycle. Requirements Essential Duties and… more
    Upward (07/11/25)
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  • Staffmark (Santa Ana, CA)
    …long term. You'll be supported by an experienced administrative team to handle client intake, documentation , and daily operations. Schedule: Monday - Friday | ... dedicated to helping individuals and small businesses gain financial clarity. Our client specializes in current and back tax filings, tax resolution, and… more
    Upward (07/14/25)
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