- Mizuho Corporate Bank (New York, NY)
- …Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the...directly to collect and evaluate the efficiency of all documentation required to adhere to both AML and regulatory… more
- UpClear (New York, NY)
- …of a startup-like company that already has a global reach About The Role As Client Delivery Manager, you will be part of UpClear's global Delivery team. You will ... SaaS software as well as provide project management support to our existing client base. The role involves developing and managing project plans, running discovery… more
- Citigroup (New York, NY)
- …Mergers and Acquisitions, Litigation and Settlement, and Restructuring. The Escrow Client Account Officer is an experienced professional role. Deals with most ... to improve the onboarding processes. + Onboard new escrows by completing client risk profiles and process relationship updates using Citi onboarding applications +… more
- Publicis Groupe (New York, NY)
- …agency leadership and executives, the chance to work across a variety of client brands/verticals and the opportunity to collaborate with different teams of experts. ... **Responsibilities** **Responsibilities** + Interprete client briefs, helping ensure flawless planning of advanced video campaigns rooted in key client … more
- JPMorgan Chase (New York, NY)
- …credit needs + Collaborate with underwriting team on analysis, structuring and documentation of credit requests + Facilitate client discussions regarding our ... We're looking for a seasoned Senior Client Executive with a specialty in Commercial Real...real estate developers, operators, and investors. As a Senior Client Executive in Real Estate Banking, you will be… more
- VCA Animal Hospitals (Latham, NY)
- …+ Clearly communicate client concerns and requests orally and in written documentation . + Keep records up to date. This includes client records with ... Shaker Animal Hospital has opportunities available for Client Service Representatives to join our team at...kept extremely clean throughout the day (so that a client could come back and see their pet without… more
- Banfield Pet Hospital (Amherst, NY)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...services + Assist incoming clients by completing the required documentation , entering all pet information and history in the… more
- Genesis Healthcare (Lake Grove, NY)
- …home assessments, discharge planning, development of maintenance programs and other related client care issues. Provides documentation to maintain the quality of ... evaluations to determine requirements for skilled physical therapy intervention relative to student/ client 's level of function. This includes, but is not limited to… more
- Concern For Independent Living (Medford, NY)
- …training tools and techniques in coordination with case manager to address identified client needs. + Maintain all documentation pertaining to visits and ... communication skills as well as the ability to make sound judgments regarding client care. Concern Housing offers a generous benefit package which includes; Medical… more
- WellLife Network (Smithtown, NY)
- …Supervise a team of 8-10 Care Coordinators. 3. Review submission of all documentation in client charts (including progress notes, intake assessments, annual ... community resources, social welfare programs and other information as needed. 8. Address client concerns and/or grievances that are not able to be resolved directly… more