- 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
- AON (New York, NY)
- …roles. Apprentices will: + Assist with the preparation and review of insurance documentation and client presentations + Support teammates in gathering and ... will: + Assist with the preparation and review of insurance documentation and client presentations + Support teammates in gathering and analyzing risk… more
- TD Bank (New York, NY)
- …Prepares client presentations based upon the above + Assists with client negotiations and documentation + Researches and analyzes clients' financial ... to the policies and guidelines of the Bank + Maintains confidentiality of client information + Keeps fully informed on market data, economic information and key… 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
- KeyBank (Williamsville, 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
- KeyBank (Stone Ridge, 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
- SitusAMC (Albany, NY)
- …requirements and deadlines + Create, participate, and provide feedback in prospective client meetings and internal documentation + Manage the day-to-day ... 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… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …agency regarding changes in client status. . Process client deferrals/rejections, authorization documentation , start/end dates, re-admission dates, and ... engage with the community to generate new referrals, helping expand RiseBoro's client base. This role requires a strong understanding of homecare regulations related… more
- Project Renewal, Inc. (New York, NY)
- …standards of service quality + Train new Case Managers on the composition of a client chart + Manage the documentation of critical incidents and keep a log ... but are not limited to the following activities: + Completed and reviews client intake forms regularly for accuracy and complete additional paperwork needed for the… more
- Datavant (New York, NY)
- …accurate monthly/quarterly/annual forecasting and sales activity reports. + Manage CRM documentation , update client profiles, and track prospective client ... interactions. + Manage CRM documentation , update client profiles, and track prospective client interactions daily. + Create presentations that concisely and… more