- KeyBank (Amherst, NY)
- …an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of ... reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process + Reviews and ensures… more
- Mizuho Corporate Bank (New York, NY)
- …with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ie : RIA, QIB, 2111, AML Wolfsberg Questionnaire, Accelerated ... skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment Advisors &… more
- Banfield Pet Hospital (Rochester, NY)
- …hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. . Maximize the ... and hospital services . Assist incoming clients by completing the required documentation , entering all pet information and history in the computer, utilizing proper… more
- Wellington (New York, NY)
- …including SEC, CFTC, MiFID II, and marketing rules. + Support negotiation and documentation of complex client mandates. + Collaborate with Compliance, Client ... a highly motivated and collaborative lawyer to join our Client Advisory Legal team as Counsel. This role will...as Counsel. This role will support legal coverage for client -facing activities across institutional and wealth channels, with a… more
- Equinox, Inc (Albany, NY)
- …+ Update client demographics and notify staff of any changes in client contact information. + Provide appropriate documentation and admission process for ... is out. + Verify insurance eligibility and maintain proper documentation , including scanning identification and insurance card. + Collect...either call in or walk in. + Input new client information by referral or direct input. + Maintain… more
- Citigroup (New York, NY)
- …Officer/Private Banker to obtain approval on account openings, independently reviewing all documentation and linking all client accounts to the appropriate ... America businesses. Their focus is to ensure that effective client service is provided to our ultra high net...Documentation /Tax-W8ben/Credit Deficiencies to less than 5% of total client base > 120 days, Zero expired BRM's, Zero… more
- IBM (New York, NY)
- …solutions and products. * Interest mainframe computing. * Experience in client facing communications, requirements analysis, documentation , and report ... **Your role and responsibilities** You will be responsible for delivering client services engagements for various IBM GDPS (Geographically Dispersed Parallel… more
- CIBC (New York, NY)
- …requirements. This will include actively communicating with Client Services and the Client to obtain initial required documentation as well as any additional ... all appropriate parties are promptly advised of any deteriorating situation. + Client Interaction. Provides support and information to various internal and external… more
- OLV Human Services (Lackawanna, NY)
- …Train in best practices. + Conduct new hire training. + Maintain accurate medical documentation and records related to client progress and treatment outcomes. + ... 1-2 Years: * Insurance Based Experience * Proficiency in medical documentation and maintaining client records. Knowledge and use of Central Reach preferred. *… more
- Mizuho Corporate Bank (New York, NY)
- … client deadlines. + Account Onboarding Facilitate the opening of new client accounts by gathering required documentation and collaborating with Credit, ... efficiency, and integrity of trade operations across various platforms and client interactions. Key Responsibilities + Trade Confirmation & Monitoring Validate and… more