- Citigroup (Beverly Hills, 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
- Cushman & Wakefield (Sunnyvale, CA)
- …and forms o Ensure all compliance documentation meet the standards of Good Documentation Practices (GDP) o Respond to client 's request for audit requests for ... operations team to ensure the requests accurate and fulfilled o Provide the client with supporting documentation for Non-Conformances or CAPAs. JOB REQUIREMENTS… more
- Acxiom (Sacramento, CA)
- …potential client satisfaction issues before they materialize and have strong client advocacy skills ** Documentation & Reporting** * Strong skills to produce ... (Adobe Practice) will serve as the primary advocate for client success, ensuring maximum value realization from a ...necessary Value Realization documentation , including success plans, value measurement frameworks, ROI reports,… more
- Dignity Health (Santa Maria, CA)
- …in client status to case manager/supervisor in a timely manner. ** Documentation ** Documents services rendered and client response. Documentation is ... Assessment + Planning in collaboration with RN + Implementation + Evaluation Documentation of the nursing process reflects proficient level of clinical practice.… more
- Robert Half Office Team (San Mateo, CA)
- …tax services during peak tax season. This role is critical to keeping client workflows, documentation , and deadlines running smoothly. The ideal candidate ... and in-person interactions, delivering a professional and welcoming experience + Manage client intake, document tracking, and workflow using CCH (Axcess / ProSystem… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …including sales/use tax and business property tax + Maintain accurate and organized client documentation in line with firm standards + Drive process ... wide range of entity types + Demonstrated ability to independently manage client relationships + Proficiency with tax preparation software and Microsoft Office… more
- WSP USA (Los Angeles, CA)
- …case for infrastructure investments + Overseeing the development of reports, memorandums, and client ready documentation + Lead client meetings and workshops ... a part of a growing organization that meets our client 's objectives and solves their challenges. WSP USA's Advisory...provides a flexible and agile workplace model while meeting client needs. Employees are also afforded a comprehensive suite… more
- Dignity Health (Woodland, CA)
- …Effective verbal and written communication skills. Maintain an appropriate balance between direct client contact and documentation time. Adhere to all client ... services that can be billed. Provides extensive and accurate documentation in a timely and thorough manner regarding services....75% of time must be spent in providing direct client services that can be billed. Ability to effectively… more
- Dignity Health (Stockton, CA)
- …verbal and written communication skills. + Maintain an appropriate balance between direct client contact and documentation time. + Adhere to all client ... that can be billed. + Provides extensive and accurate documentation in a timely and thorough manner regarding services....80% of time must be spent in providing direct client services that can be billed. + Ability to… more
- Robert Half Legal (San Diego, CA)
- …forms and applications-such as accident reports, trial and courtroom requests, and client documentation . + Perform other office or case-related duties as ... performing preliminary research. + Attend legal meetings, hearings, depositions, or client interviews; take detailed notes. + Review legal publications and conduct… more