- US Tech Solutions (New York, NY)
- …report creation in relation to process volumes, risk and quality + Collect and check client documentation for CIP process and ongoing client documentation ... are applied in a US banking environment + Strong understanding of the Client Onboarding Process and documentation /information specific to KYC/AML and the various… 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
- JPMorgan Chase (New York, NY)
- …to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in Know-Your- Client documentation and processes and ... Private Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally, you will coordinate with a team of… more
- FLACRA (Clifton Springs, NY)
- …client blood draws, conduct assessments, med passes, and facilitate medical-related client groups. + Documentation :Ensure accurate and timely documentation ... + Crisis Management:Respond appropriately to crisis and emergency situations to ensure client safety, following up with proper documentation . + Training &… more
- Kids First (Buffalo, NY)
- …Onboarding + Manage the intake process from referral through onboarding. + Ensure all client documentation is accurate, complete, and up to date. + Confirm ... Coordinator to join our Buffalo team. This role combines administrative, client -facing, and operational functions. You will oversee the intake process for… 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
- TD Bank (New York, NY)
- …+ Support transaction tax, UK/Irish/Hong Kong PTM Levy and Stamp processing, reporting and client documentation + Oversee tax relief at source, reclaims and tax ... be responsible for supporting the global Tax Operations function ( Documentation , Transaction Tax, International Tax, Reclaims, Withholding and Reporting) including… more
- FLACRA (Watkins Glen, NY)
- …even in high-pressure situations. + Experience using electronic records (E-records) for client documentation . About Us: Finger Lakes Area Counseling and Recovery ... care. + Respond appropriately to crisis situations to ensure client safety and well-being. + Ensure all documentation... client safety and well-being. + Ensure all documentation is completed accurately and in a timely manner,… more
- Albireo Energy, LLC (New York, NY)
- …to non-technical stakeholders effectively. + Skilled in preparing high-quality project documentation , client -facing reports, and updates tailored to diverse ... ensuring projects are delivered on time, within budget, and to client expectations. + Coordinate cross-functional teams, manage internal and external stakeholders,… more
- Constructive Partnerships Unlimited (Brooklyn, NY)
- …and procedures for all staff. + In support of the Program Director (PD), ensure client documentation and records are generated and stored in accordance with all ... as needed, to any investigations required and ensuring all client incidents, concerns and grievances are responded to and...and any other agency-wide practices designed to promote desired client outcomes. + In the delivery of the program's… more