- SMBC (New York, NY)
- …with AML /BSA policy. + Support the end-to-end KYC process; collate and review client documentation , ensure that information provided is in good order and ... benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence and a variety of administrative… more
- Bloomberg (New York, NY)
- …our own end-to-end documentation products, from CMS and authoring tools to client -facing UI. We'll trust you to: + Research, write, and produce client -facing ... Technical Writer - Product Documentation Location New York Business Area Engineering and...The Role: Our writers create a broad range of client -facing user assistance content for the Bloomberg Professional Service… more
- Citigroup (New York, NY)
- …, banking team support in tax matters, tax form expiry, solicitation, refunds of client taxes and tax documentation across a diverse range of wealth management ... highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM… more
- KeyBank (Williamsville, 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
- 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
- GMHC (New York, NY)
- …Assistance Programs. + Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: ... implemented. Documentation & Compliance + Maintain accurate and timely documentation of all client interactions, assessments, treatment plans, and progress… 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: ... should have the following technical competencies to effectively manage case documentation , reporting, and client services: Intermediate to advanced proficiency… more
- GMHC (New York, NY)
- …legal outcomes, and progress using internal databases and dashboards. + Ensure all client documentation meets funder and audit requirements and support internal ... Attorney is part of a fully integrated model of care that centers client autonomy, encourages cross-departmental collaboration, and affirms the dignity and rights of… more
- GMHC (New York, NY)
- …Assistance Programs. + Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: ... should have the following technical competencies to effectively manage case documentation , reporting, and client services: Intermediate proficiency in Microsoft… more