- Publicis Groupe (New York, NY)
- …compelling manner to clients + Lead role in ensuring timely, accurate client documentation & correspondence **Qualifications** + 4-6 years' experience, ideally ... effective, and profitable manner. Builds and maintains positive, lasting client relationships. Ensures high quality agency output. **Responsibilities** _Agency… more
- Insight Global (New York, NY)
- …Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by ... Job Description A large financial client is looking for a Brokerage Account Operations...information to ensure it complies with requirements. - Analyze documentation for completeness and imperfections; settle discrepancies by utilizing… more
- KeyBank (Amherst, NY)
- …tandem with the RM as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Coach and mentor others on ... with the RM as appropriate + Identify process improvements to continuously enhance client service and documentation quality + Train and mentor less experienced… more
- Robert Half Legal (Uniondale, NY)
- …and organize information for client deliverables + Maintain and manage confidential client documentation Executive & Team Support + Liaise with executives to ... Description About the Company Our client is a specialized risk advisory firm providing...and public venues to deliver strategic consulting and risk documentation services. About the Role We are seeking a… more
- Project Renewal, Inc. (New York, NY)
- …and develop employment plans in conjunction with team members. + Complete all client documentation , including weekly and monthly case notes that record services ... assessments, and provide job readiness and retention services, and document client activities in required databases. The Junior Vocational Counselor will also… more
- Project Renewal, Inc. (New York, NY)
- …and other concrete services + Maintains accurate and up to date written client documentation as required and in accordance with City/State oversight agency ... required assessments, case management, and providing delivery of service to the client ; these responsibilities will ultimately assist the client in addressing… more
- Comunilife (Bronx, NY)
- …integrity, and revenue projections. Compliance & Quality Assurance + Ensure all client documentation - including Assessments, Plans of Care, Progress Notes, ... - with a particular focus on meeting billable service targets, documentation standards, and program sustainability.This position is eligible for Comunilife's… more
- Wellington (New York, NY)
- …for:** . Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings ... perspectives with those of our clients. **About the Role** **Position** The Client Transitions Analysts ("CTA") are members of Global Operations and are responsible… more
- Project Renewal, Inc. (Brooklyn, NY)
- …education about Public Assistance and related programs; provides information regarding client documentation , immigration, and other entitlements programs to ... Position include but are not limited to the following activities: + Review client intake forms regularly for accuracy and complete additional paperwork needed for… more
- GMHC (New York, NY)
- …to medical and psychosocial resources. The role also includes distribution of client incentives, documentation in the electronic medical record (EMR), and ... preventive, and psychosocial services as appropriate. Program Operations and Documentation + Document all client interactions in...Program Operations and Documentation + Document all client interactions in the EMR in accordance with GMHC… more