- Marex (New York, NY)
- …and other applicable systems. Responsibilities: + Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and ... the United States. The team will work with brokers or client services to gather the proper documentation and configuring the client 's static data withing… more
- Publicis Groupe (New York, NY)
- …are managed + Communication and Writing: Lead role in ensuring timely, accurate client documentation and correspondence. Presents complex data or messages in a ... is ultimately responsible for the delivery of high quality deliverables that power client satisfaction, meet business requirements, and balance client and agency… more
- Citigroup (New York, NY)
- …types and client investment strategies + Thorough understanding of PB client documentation and experience with negotiating term agreements + Familiarity with ... cash and synthetic Prime Brokerage and Equity Delta One business lines: + Solutions-oriented client engagement through-out the lifecycle of a client + First line… more
- HCR Home Care (Batavia, NY)
- …+ Prepare concise, accurate , and timely case notes which are incorporated into the client 's records. + Complete client documentation within 24 - hours . ... The Health Home Care Manager will p rovide collaborative, client -centered support to Health Home Program clients using the...activities, and to provide correction s when needed regarding documentation in any one of the EMRs as needed,… more
- New Horizon Counseling Center (Brooklyn, NY)
- …planning, incident reporting ✅ Administrative & Office Responsibilities: + Maintain accurate client documentation in EHR systems + Review and lock progress ... annually Employment Type: Full-Time About Us: We are a dynamic, client -focused health home care management agency dedicated to providing high-quality, personalized… more
- Publicis Groupe (New York, NY)
- …managed + Communication and Writing: Lead role in ensuring timely, accurate client documentation and correspondence (for internal team). Presents complex data ... is ultimately responsible for the delivery of high quality deliverables that power client satisfaction, meet business requirements, and balance client and agency… more
- Publicis Groupe (New York, NY)
- …managed + Communication and Writing: Lead role in ensuring timely, accurate client documentation and correspondence (for internal team). Presents complex data ... is ultimately responsible for the delivery of high quality deliverables that power client satisfaction, meet business requirements, and balance client and agency… more
- Publicis Groupe (New York, NY)
- …compelling manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence **Qualifications** **Previous Experience Needed** + ... of hours, out-of-pocket expenses, and reconciliation against estimates. Raises client awareness as to when changes in client... client awareness as to when changes in client direction affect estimates. Thorough knowledge of contract and… more
- Publicis Groupe (New York, NY)
- …manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence **Qualifications** **Requirements** + Exhibits Integrity ... effective, and profitable manner. Builds and maintains positive, lasting client relationships. Ensures high quality agency output. **Responsibilities** **Agency… more
- Neuberger Berman (New York, NY)
- …daily support for the team's client base, including opening client accounts, assisting with required documentation , and performing comprehensive account ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,… more
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