- Robert Half Accountemps (New York, NY)
- …when needed. + Prepare and distribute monthly billing reports, accruals, and client -facing documentation . + Partner with account teams, finance leadership, and ... analytical skills and a deep understanding billing practices. Responsibilities: + Manage client billing packages and ensure invoices are accurate and delivered on… more
- Samaritan Daytop Village (Brooklyn, 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
- 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
- Volunteers of America Upstate New York (Ithaca, NY)
- …(RAs). This position works closely with shelter management and case managers to ensure client needs are met, documentation is completed, and program rules are ... key role in supporting and supervising shelter staff, addressing client concerns, and helping to develop and maintain program...ensuring adequate staff coverage. + Respond to and resolve client complaints in a timely, professional manner. + Help… more
- KeyBank (Buffalo, 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
- Cushman & Wakefield (Albany, NY)
- …functions to ensure consistency of service areas + Manage the flow of key documentation and client communications + Work with the clients' operational groups at ... functions and responsibilities** General: + Implement portfolio plans with client 's real estate goals and objectives in mind +...revenue + Ensure accuracy of all transaction reports and client materials + Present transaction activity to client… more
- Publicis Groupe (New York, NY)
- …Strong communication skills, with ability to present to clients, maintain client correspondence and internal documentation + Understanding of ... They leverage their experience, knowledge, and skills to push fresh thinking to address client , agency, and team needs with the assistance of the senior staff. They… more
- Bank of America (New York, 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
- VaynerMedia (New York, NY)
- …Strategy team members, and other teams in developing and delivering client deliverables including strategy documentation , insights summaries, content assets ... and sizes. ABOUT THE OPPORTUNITY As the Sasha Group's client roster grows, we are expanding our Client... client roster grows, we are expanding our Client Partnerships team to support an expanding brand portfolio… 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