- Bank of America (Brooklyn, NY)
- … Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis ... base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.… 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
- IBM (New York, NY)
- …products. . Experience with network attached storage. . Experience in client facing communications, requirements analysis, documentation , and report ... products to learn and grow in our culture of client engagements that enable the adoption of IBM Storage...gaps in best practices and collaborate on recommendations for client environments. They should be able to communicate effectively… more
- TIAA (New York, NY)
- …project manager duties * Develop, or participate in the creation of, project documentation * Ensure action items, risks, issues, and dependencies are identified and ... properly documented * Coordinate the development of go-to-green and/or mitigation plans in partnership with assigned teams * Establish, communicate, and maintain schedules and/or trackers for all phases of the assigned program * Manage high-level milestone… more
- Nelnet (Albany, NY)
- …institutions. + Develop change management strategies and maintain an implementation documentation library. + Lead client migration strategies, including ... institutions. This is a foundational role responsible for designing and executing client onboarding processes that will replace our existing product offerings. The… 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
- Actalent (New York, NY)
- …property owners, contractors, and internal teams + Maintain accurate inspection reports, client records, and compliance documentation + Travel locally to project ... sites, with occasional evening or weekend availability Qualifications: + 1+ year of experience in energy efficiency, HVAC, building inspections, or related field + Familiarity with building systems, energy audits, or utility programs + Strong communication and… more
- Concern For Independent Living (Queens County, NY)
- …as needed. + Monitor medications as needed and required. + Responsible for documentation of client contact, collateral contracts and any other relevant ... information. + Assist clients with household/apartment responsibilities as needed. + Provide transportation in agency vehicles for clients as needed. + Responsible for performing other tasks as needed and assigned by supervisor. + Remain current with all… more
- New York State Civil Service (Middletown, NY)
- …* Assess individual and family needs, strengths, and limitations.* Complete required client and facility admissions documentation , adhering to applicable OASAS ... procedures and confidentiality regulations. * Provide orientation to the clients regarding the nature of the treatment facility, including its programs, activities, policies, and rules. * Record significant psychosocial events and/or changes in clinical… more
- CCSI INC (Syracuse, NY)
- …and providers. + Track progress through to service connection while maintaining documentation and client records through an internal database. + Provide ... technical support to work with individuals in a professional and natural supports. + Partnering with individuals to complete an assessment of their immediate and future needs, explore supports, assist with problem solving and identifying long and short-term… more
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