- Mizuho Corporate Bank (Los Angeles, CA)
- …multiple tasks and deadlines in a fast-paced environment. + Familiarity with client documentation standards, basic financial products and regulatory requirements ... the bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation , maintaining client… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …timely resolution of client needs + Maintain accurate and up-to-date client records and documentation + Proactively identify opportunities to enhance the ... now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Client Service Associate (CSA) Location: Mountain View, CA (Onsite 4x/week, 5 days/week… more
- Raymond James Financial, Inc. (San Diego, CA)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …and security information using internal databases and other technologies. * Ensures key client information and documentation is current with firm and industry ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing. ... team, we are united by our North Star: helping people. We are seeking a Client Service Associate with shared values and vision to join our team. The ideal candidate… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …the bank's relationship management efforts by processing a variety of client 's financial transactions, ensuring accurate documentation , maintaining client ... Job Summary : The Senior Client Relationship Specialist plays a critical role in...to detail and accuracy in handling financial transactions and documentation + Experience leading or coordinating cross functional projects… more
- Robert Half Office Team (Vista, CA)
- …liaison between clients and internal project teams + Coordinate project timelines, documentation , and client updates + Schedule site visits, inspections, and ... fast-growing commercial construction firm in Vista, CA to find a proactive and organized Client Services Coordinator. This role is ideal for someone who thrives in a… more
- Illumination Foundation (San Bernardino, CA)
- …inform decisions regarding referrals to alternative resources + Recording obtained client documentation , including vitals, insurance cards, SSI award letters, ... action steps. + Complete care plans and maintain accurate documentation within Electronic Health Records (EHR) and client... documentation within Electronic Health Records (EHR) and client databases (eg, HMIS, Champ, or Health Plan programs,… more
- Robert Half Technology (South San Francisco, CA)
- …such as timesheets, Paid Time Off (PTO) requests, and performance evaluations. Client Documentation & Relations: + Maintain accurate, up-to-date documentation ... Description A Robert Half client is seeking an experienced Support Team Supervisor... client environments and contracts. + Participate in client meetings to provide feedback, service updates, and ensure… more
- 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 documentation of all client interactions in line with contractual and KPI requirements. + Conduct routine audits of case notes and files to ensure… more
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