- UpClear (New York, NY)
- …targets and client satisfaction. + Support senior team members to prepare client meetings with regards to content and documentation . + Support senior team ... Success KPIs. + Support creation and maintenance of documentation and reporting. + Follow-up on client ...of documentation and reporting. + Follow-up on client success, progress, issues and opportunities. + Develop business… more
- JPMorgan Chase (New York, NY)
- …their portfolios. Examples of projects you will work on: + Build the client -facing portal and mobile digital capabilities to support the E2E lifecycle of alternative ... early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team and… more
- JPMorgan Chase (West Harrison, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... delivering exceptional client service, operational marketing, and administrative support to our...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
- Banfield Pet Hospital (Farmingdale, NY)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... 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
- Raymond James Financial, Inc. (New York, NY)
- …such documentation negotiation from the credit perspective . Securities/Private Client and Asset Management products and an understanding of the market standard ... with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and.... Software development processes . ISDA/CSA, and MBA documentation with the ability to provide advice on… more
- Win (Women In Need) (Brooklyn, NY)
- …Managers maintain current and accurate confidential case records with all required documentation . + Audit the Client Assistance and Rehousing Enterprise System ... (CARES) database, review essential documentation , and monitor chart maintenance for OTDA, DHS, and...sessions to obtain DHS updates. + Develop and conduct client activities/workshops. + Schedule and attend client … more
- Banfield Pet Hospital (White Plains, NY)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical...hospital services Assist incoming clients by completing the required documentation , entering all pet information and history in the… more
- Community Health Action of Staten Island (Staten Island, NY)
- Coordinator, Client Care & Counseling Staten Island, NY (http://maps.google.com/maps?q=56+Bay+Street+Staten+Island+NY+USA+10301) * Health Care Coordination Job Type ... Full-time Description Title: Coordinator, Client Care & Counseling Department: Health Care Coordination Reports To:Senior Director of Justice Initiatives Location:… more
- Banfield Pet Hospital (Valley Stream, 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
- Children's Home of Wyoming Conference (Kingston, NY)
- …educational opportunities, and employment resources. + Maintain timely and accurate documentation , including client records, progress notes, and case-specific ... Case Manager ensures seamless coordination through youth-centered team meetings, timely documentation , and collaboration with DSS, Probation, and the Court. They… more
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