- TIAA (Pasadena, CA)
- …and client retention initiatives. + Maintain accurate records and documentation for audits and client reporting. **Educational Requirements** + University ... implementation of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that align with… more
- Spread Your Wings, LLC. (Garden Grove, CA)
- …of the assigned region. Primary functions will include assessing service delivery, documentation compliance, monitoring of client records, and serving as the ... so the RCA must be working from an appropriate work setting (office, client residence, etc.) on a regular basis. Understanding and general knowledge of Title… more
- City and County of San Francisco (San Francisco, CA)
- …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation , charts, statistical data, ... interventions; actively manages caseload by maximizing use of resources to meet client needs; + Advocates for accessibility and improved services for individual… more
- City National Bank (Los Angeles, CA)
- …* Opens and maintains new accounts. Provides accurate information requested by client . Explains and reviews all account documentation and assumes responsibility ... account information is booked properly and that all data input and proper documentation is obtained and processed with operational integrity in an accurate and… more
- Huntington National Bank (Sacramento, CA)
- …Preferred Qualifications: + Understanding of Financial documentation from IRS documentation to personal client financial detail + Ability to translate ... a Cash flow analysis and communicate assessment to clients + Excellent communication, customer service, and interpersonal skills + Strong organizational skills with attention to detail Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for… more
- Qualus (Folsom, CA)
- …agreements and initiate procedures for rights-of-way, permits, licenses, and environmental documentation . + Coordinate with client personnel and serve as ... Microsoft Office tools (Word, Excel, Outlook) to organize and manage project documentation . + Upon completion of training, utilize technical platforms such as SAP… more
- Amergis (Orange, CA)
- …Teaching, and Reinforcement Techniques to support clients + Data Collection & Documentation : Accurately track client progress and submit session notes in ... compliance with UTC policies + Client Engagement: Provide positive reinforcement and professional communication to encourage skill development and behavior… more
- Amergis (Orange, CA)
- …Teaching, and Reinforcement Techniques to support clients + Data Collection & Documentation : Accurately track client progress and submit session notes in ... compliance with UTC policies + Client Engagement: Provide positive reinforcement and professional communication to encourage skill development and behavior… more
- ThermoFisher Scientific (Thousand Oaks, CA)
- …Adhere strictly to SOPs, safety procedures, and prepare for site audits using client computer systems. + Follow Good Documentation Practices in all ... the world healthier, cleaner, and safer. **Job Responsibilities** + Manage client 's sample materials, including daily courier runs, labeling, shipping preparations,… more
- Amergis (Aliso Viejo, CA)
- …Teaching, and Reinforcement Techniques to support clients + Data Collection & Documentation : Accurately track client progress and submit session notes in ... compliance with UTC policies + Client Engagement: Provide positive reinforcement and professional communication to encourage skill development and behavior… more
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