- Santander US (Queens, NY)
- …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. * Achieve and… more
- SCI Shared Resources, LLC (Williamsville, NY)
- …a Great Place to Work! Provides customer service in all areas of helping client families following the loss of a loved one. Provides exemplary personalized and ... of monies or insurance in accordance with company policies. + Ensures client families are informed of special recognition/services available for veterans and ensures… more
- Catholic Charities Family Community Services (Rochester, NY)
- …as contact for referrals and conduct necessary screening and/or follow up for client to proceed with intake in applicable program(s). + Provide client -guided ... care management services to caseload assigned, maintaining accurate and verifiable documentation of all services rendered. + Using a person-centered approach,… more
- WSP USA (New York, NY)
- …team for the project + Organize and chair monthly schedule review meeting with client team + Chair bi-weekly schedule update calls with different discipline leads + ... working with cross-functional teams. + Experience working within large and challenging client programs with one or more project teams. + Effective reporting and… more
- Kids First (Monsey, NY)
- …but not limited to: Anxiety, Depression, PTSD, Social/Behavioral Issues. + Conduct client intake to determine their mental health needs and develop a treatment ... plan. + Structure client sessions using different modalities based on the treatment...setting. + Experience working with electronic health records and documentation systems. + Bilingual in Yiddish a plus. +… more
- Family and Children's Association (Mineola, NY)
- …record requests, verifies insurance coverage and benefits, assists with scheduling client appointments, and the submission of court and probation related documents. ... records to providers, legal entities, and external requestors. Verify client insurance eligibility, benefits, and authorizations. Communicate insurance coverage… more
- Neuberger Berman (New York, NY)
- …between the Trust Companies and the investment managers responsible for overseeing client portfolios. This pivotal role ensures compliance with legal and regulatory ... investment review process on behalf of Trust Officers and preparing detailed documentation for Trust Company board meetings + Partnering with internal stakeholders… more
- SitusAMC (New York, NY)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... but act local - come join our team! Our client is a leading global investment bank. As a...knowledge of all whole loan and securitization business related documentation and market standard procedures. Qualifications/Requirements: * 1+ years… more
- Mizuho Corporate Bank (New York, NY)
- …and implement business plans. Work alongside senior partners to manage client relationships + Originate new project finance opportunities comprised of advising ... and back office, perform any due diligence activities, and negotiate documentation + Cross-sell other Mizuho financial services, including, but not limited… more
- Independent Health (Buffalo, NY)
- …for meeting sales productivity goals, developing new markets, attending prospective client meetings in-person and virtually, and other duties as needed to ... Associate will be an expert in PBD products, services, client offerings, and pricing models. They must be comfortable...create reports and sales analytics when needed; provide backup documentation , call sheets, and other information as needed. +… more