- Raymond James Financial, Inc. (Somers, NY)
- …+ For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for… more
- Public Consulting Group (Albany, NY)
- …Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation of client ... the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… 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 (Suffern, 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
- US Bank (New York, NY)
- …by (a) liaising with business lines, operations, legal, treasury, credit, compliance, client services on various documentation issues, (b) interacting with ... discover what you excel at-all from Day One. **Job Description** The Documentation Unit Negotiator will be responsible for drafting, analyzing, negotiating and… 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)
- …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: ... crises. Compliance Documentation & Reporting: + Ensure timely and accurate documentation compliance. + Maintain detailed client records, including case notes… 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
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