- Bank of America (New York, NY)
- …to support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations ... team identifies and develops client connections, engages client representatives to obtain KYC documentation , and...connections, engages client representatives to obtain KYC documentation , and acts as a coordination point for resolving… more
- CAMBA (Queens, NY)
- …including ILPs and referrals to providers as required. + Ensure that all client charting documentation is up-to-date and reflects services provided such as ... sizes, common areas and provides on-site security and social services. Position: Client Care Supervisor Reports To: Director of Social Services Location: 94-00… more
- CAMBA (Brooklyn, NY)
- …including ILPs and referrals to providers as required. + Ensure that all client charting documentation is up-to-date and reflects services provided such as ... building contains 20 apartments of varying sizes, each fully self-contained. Position: Client Care Supervisor Reports To: Vice President Location: 196 Amboy Street,… more
- KeyBank (Ossining, 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: ... implemented. Documentation & Compliance + Maintain accurate and timely documentation of all client interactions, assessments, treatment plans, and progress… 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
- 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
- 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
- Community Health Action of Staten Island (Staten Island, NY)
- …based on changes in client 's condition / circumstances. + Composes client documentation , emails, and other communications that are clear, accurate, and ... from assessment to discharge. + Reviews new cases for completeness of documentation , tracks/ monitors client progress and produces/maintains detailed, accurate… more