- 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 (Walnut Creek, CA)
- …account-related tasks, such as processing beneficiary updates or wire transfer documentation . + Prepare client -facing materials, reports, and correspondence ... Description As the Administrative & Client Service Coordinator, you will serve as the...oversee administrative duties, and provide key support to our client service team. This is an excellent opportunity for… more
- Illumination Foundation (Santa Ana, 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
- Aspira Connect (CA)
- …and flag concerns when thresholds are at risk . Support reporting or audit documentation related to client performance obligations . Update and maintain ... Project Manager Aspira | Client Services About Aspira For more than 40...client -facing documentation , including incident reports, contract deliverables, and project-specific summaries… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …on relationships before offering investment recommendations. + Manage the CRM and track client interactions. + Handle client documentation from account ... financial future. Managing $600M in assets with an average client portfolio size of $1.5M, the firm goes beyond...strategic planning, and long-term success, the firm fosters strong client relationships built on trust and guidance. Job Title:… more
- Ventura County (Ventura, CA)
- …needed to evaluate outcomes and cost-benefit, including reviewing charts, ensuring timely client documentation , and compiling reports on clients served and ... on team performance, including metrics related to electronic health records, client outcome goals, productivity, expenditures, and revenue, be knowledgeable about… 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 (Santa Ana, 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