- WTW (New York, NY)
- …to request and gather updated exposures and underwriting information + Obtain updated client exposure documentation and perform needs and gap analysis to ensure ... performance. Together, we unlock potential. Learn more at wtwco.com . **Description** This Client Manager role is responsible for a blend of internal partnership &… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Clarence, NY)
- … accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing ... **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including...new clients + Prepare various business summary reports and client -specific reporting as needed for review by the financial… more
- GMHC (New York, NY)
- …outcomes, and progress notes using internal databases and dashboards. + Ensure all client documentation meets funder and audit requirements and support internal ... + Clio, TREAT, AWARDS, AIRS, eCOMPAS, or similar platforms used for client documentation and service delivery tracking. + Accurately entering and managing data… more
- ADP (NY)
- …Tax Reporter, SAP Note / BSI TUB updates and Year End activities. + Ensure client and support center documentation are maintained. + Deliver effective client ... accepted until 1/30/26._** ADP is hiring a Sr SAP HCM Payroll Consultant ( Client Tech Support Consultant III). **REMOTE** In this position you will deliver… more
- GMHC (New York, NY)
- …Assistance Programs. + . Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: + ... and ensure follow-through on referrals or service linkages. Compliance, Reporting & Documentation : + Maintain accurate and up-to-date client records, including… more
- KeyBank (Batavia, NY)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client… more
- KeyBank (East Greenbush, NY)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... Banker (PCB) is part of the Key Private Client Program and will focus on the entire … more
- Kestra Financial (Kings Park, NY)
- …assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service, ... Summary The Client Service Associate reports to the Financial Advisor...resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards +… more
- GMHC (New York, NY)
- …Assistance Programs. + Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: ... crises. Compliance Documentation & Reporting: + Ensure timely and accurate documentation compliance. + Maintain detailed client records, including case notes… more