- Cushman & Wakefield (New York, NY)
- …activities **Other Responsibilities** + Create the Quarterly Business Reviews and other client materials / documentation as needed + Understanding how different ... programs and projects including Account CMMS program, BI Analytics, client reporting and performance, systems administration, account communications, staff training,… more
- Samaritan Daytop Village (Long Island City, NY)
- …relationships with clients; engages them in permanency services and ensures client confidentiality. + Reviews all documentation establishing clients' eligibility ... for program and pre-screen for non-shelter alternatives. + Creates and maintains client files. + Conducts initial intake and psycho-social assessment of clients and… more
- WTW (New York, NY)
- …ownership of communication flow between network, State-side brokerage team and the client . + Review appropriate binding documentation and aide in development ... for complex global insurance placements. By focusing best-in-class talent on our client 's most complex risk issues, Willis Towers Watson can deliver risk solutions… more
- Samaritan Daytop Village (Bronx, NY)
- …relationships with clients; engages them in permanency services and ensures client confidentiality. + Reviews all documentation establishing clients' eligibility ... for program and pre-screen for non-shelter alternatives. + Creates and maintains client files. + Conducts initial intake and psycho-social assessment of clients and… more
- UMB Bank (Albany, NY)
- …+ Perform StartRight for new accounts opened. + Maintains a thorough and complete client file including all documentation required for ongoing client support ... across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank, this role will provide the same… more
- New York State Civil Service (Queens Village, NY)
- …to all clients assigned to subordinate case management team.* Completing required client and facility documentation (both electronic and paper) adhering to ... probation, parole, referral agencies, and other community agencies associated with client rehabilitation to ensure continuity of services.* Providing direct clinical… more
- CIBC (New York, NY)
- …control and manage business risks. + Working with support partners in Middle Office, Documentation , Client Service and Electronic Trading to ensure a seamless ... firm's bottom line (ie, trading revenue, deal flow, managing capital, client impact, risk responsibility, business budget, external profile, etc.) and contributes… more
- KeyBank (East Syracuse, NY)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more
- Bank of America (Brooklyn, NY)
- …Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk ... full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client… more
- Cushman & Wakefield (Albany, NY)
- …internal contributors and client stakeholders + Manage the flow of key documentation and client communications + Work with the clients' operational groups at ... dedicated to one of Cushman & Wakefield's most dynamic client accounts. In this role, you will collaborate closely...with peers and the account team to support a client 's strategic real estate vision. As the Sr. Transaction… more
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