- UMB Bank (Sacramento, CA)
- …into an optimal system design. + You will prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services ... all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting… more
- Illumination Foundation (Santa Ana, 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
- Robert Half Office Team (Los Angeles, CA)
- …activity, timelines, and deliverables across internal departments + Prepare and review client documentation , reports, and correspondence in both languages + ... seeking a bilingual Account Manager (Japanese/English) to support and grow client relationships in an international, cross-border business environment. This role… more
- Help at Home (Sacramento, CA)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... care coordination, and Meaningful Moments that transform lives. We're seeking a ** Client Service Supervisor** who is passionate about making a difference and driving… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …+ Conducts hard and soft file management, HMIS, CM process flow, to ensure Client documentation meets all requirements for provision of services + Collaborate ... This includes assisting case managers in: assessing and reassessing client /household needs, educating on program and community resource opportunities, developing… more
- Robert Half Accountemps (Los Angeles, CA)
- …and tax-related information for extension filing. . Review and validate client documentation , including income statements, expense reports, and relevant ... tax extension filings. . Ensure all necessary forms, schedules, and supporting documentation are properly completed and attached to the extensions. . Collaborate… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …+ Conducts hard and soft file management, HMIS, CM process flow, to ensure Client documentation meets all requirements for provision of services + Collaborate ... to develop a case plan + Develops support systems to meet client needs, coordinates and facilitates move-in activities, rental negotiations, and service referrals… more
- Ventura County (Ventura, CA)
- … outcome and cost benefit. This may include reviewing charts and ensuring that client documentation is completed in a timely manner; compiling and preparing ... delivery of services by a multi-disciplinary team; oversees case discussions; reviews client charts to ensure compliance with departmental policies and process; +… more
- ADP (San Diego, CA)
- …In addition, may conducts live-web-based safety awareness training using WebEx tools Prospective Client and Client Site Assessment Documentation : + Documents ... Federal OSHA compliance regulations. This person will effectively evaluate the client 's worksite to determine workplace hazards, evaluate the effectiveness of… more
- Citigroup (Palo Alto, CA)
- …etc. + Provide complete service support to client , including solving complex client inquiries + Ensure appropriate documentation related to KYC/ AML from the ... client and ensure all aspects of client records and documentation are completed and updated + Appropriately assess risk when business decisions are made,… more
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