- Cushman & Wakefield (Sunnyvale, CA)
- …by reviewing quality documents, training records, contracts and other regulatory related documentation . + Responding to client 's request for audit requests for ... the requests accurate and fulfilled timely + Responding timely to client requests for documentation during audits and working with operations team to complete… 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 (San Diego, CA)
- …verify coverage details, request quotes, and resolve account issues. + Maintain accurate client records and ensure all documentation complies with company and ... Description Overview: Robert Half is seeking a Client Services Associate to support one of our...processing policy updates, renewals, applications, endorsements, and other insurance documentation . + Coordinate with carriers and internal teams to… more
- Comerica (Costa Mesa, CA)
- …agreements, prior to account opening and/or account maintenance. Coordinate escrow account documentation and complete extensive review of client account ... the Escrow/1031 agreements. Position Responsibilities: On-board new clients to ensure consistent client delivery from first client contact through completion of… 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 Office Team (Rancho Bernardo, CA)
- …meetings, manage calendars, and track deliverables for multiple projects. + Prepare client materials, reports, and follow-up documentation . + Maintain accurate ... and consulting firm in Rancho Bernardo is hiring a highly organized Client Services Coordinator to support account management and ensure exceptional service… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …and delivering exceptional client service. Key Responsibilities: + Handle client service tasks, including calls, documentation , and wire transfers. + ... Christian (JC) del Rosario - I'd love to connect! Client Service Associate About the Role: We are looking...Role: We are looking for a proactive and detail-oriented Client Service Associate to provide administrative and relationship management… 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
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