- Breaking Ground (Jamaica, NY)
- …behaviors + Oversee development and implementation of individual service plans; ensure documentation of client contact and progress is comprehensive and timely ... + Assess and evaluate client functioning + Supervise and conduct case conferences +...relevant service delivery concepts and structures including Housing First, client centered motivational interviewing, Harm Reduction models, behavioral and… more
- City of New York (New York, NY)
- …long-term programmatic goals. - Conduct audits and case file reviews to ensure appropriate documentation of client engagement is captured in the case notes. - ... and will perform other routine tasks as it relates to the provision of client service. - Provide oversight, guidance, and technical assistance to The Department of… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...details. **Job Summary:** The Japanese Corporate Banking (JCB) Account Documentation Team (ADT) Analyst's primary responsibility is to assist… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more ... Client Managers and serve as a contact point for...the application process, interact with customers to request necessary documentation , and discuss products and pricing. You will also… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Job Description:** The Global Markets Documentation Team is an integral part of TD Securities. The group provides ... capital markets trading products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position will be responsible… more
- Gavin de Becker & Associates (Manhattan, NY)
- …transportation as needed + Survey and prepare (advance) locations prior to arrival of client + Prepare detailed documentation of suspicious activity + Create and ... maintain readiness to meet any threat Who You Are: Military, law enforcement, or experience in executive protection/security is meaningful, though not a requirement to become a GDBA Protector. We're less interested in what you are than who you are. Our most… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...and maintain service desk knowledge through structured training initiatives, documentation and other resources. + **Be present with our… more
- City National Bank (New York, NY)
- *MANAGER CLIENT SERVICES* East Coast Based (NYC or DE) Required: Hybrid In-Office (4 Days per week) WHAT IS THE OPPORTUNITY? This position leads the client and ... services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, document… more
- Neuberger Berman (New York, NY)
- …member of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution ... of several strategic programs and analyses related to Private Wealth's client onboarding and account opening journey. Our choice candidate will be a detail oriented… more
- Santander US (New York, NY)
- …* Assist in the execution of live transactions, including due diligence, documentation , and client communications. * Collaborate with senior bankers and ... play a critical role in supporting deal execution, financial analysis, and client relationship management. * Conduct company and industry research, prepare pitch… more