- Broadridge Financial Solutions (Edgewood, NY)
- …join the Broadridge team. Broadridge is growing! We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team on Long ... daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations,… more
- US Tech Solutions (Brentwood, NY)
- …daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, ... and updating 1099s, W8s and W9s + Finishes the client , shareholder, and co-worker initiated correspondence research items, including...prompted the creation of each correspondence research item and reporting on the solution to each case + Drafts… more
- GMHC (New York, NY)
- …Compliance, Reporting & Documentation: + Maintain accurate and up-to-date client records, including case notes, progress reports, and required assessments, in ... have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate proficiency in Microsoft Excel,… more
- GMHC (New York, NY)
- …data entry into reporting systems such as eCOMPAS, TREAT, and AWARDS. Client Record & Financial Management: + Oversee staff to guarantee that all client ... have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate to advanced proficiency in… more
- GMHC (New York, NY)
- …have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate proficiency in Microsoft Excel, ... reporting . + Creating and managing spreadsheets to monitor client progress and deliverables. + Using formulas, pivot tables,...reporting ). + Remote work as determined by the supervisor based on program needs. + Participation in the… more
- Win (Women In Need) (Brooklyn, NY)
- …evenings, one Saturday each month, and holidays as scheduled. + Prepare all mandated reporting as required by supervisor , contract agency and funding agency. + ... FLSA Status: Non-Exempt Salary: $25.22 per hour Positions reporting to this position: None Purpose of the Position...client unit inspections and review findings with the client and supervisor . + Perform other related… more
- GMHC (New York, NY)
- …have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate proficiency in Microsoft Excel, ... reporting . + Creating and managing spreadsheets to monitor client progress and deliverables. + Using formulas, pivot tables,...reporting ). + Remote work as determined by the supervisor based on program needs. + Participation in the… more
- GMHC (New York, NY)
- …practices and agency policies. + Perform other duties as assigned by the supervisor to support program goals and client well-being. Education and Certification ... have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate proficiency in Microsoft Excel,… more
- GMHC (New York, NY)
- …have the following technical competencies to effectively manage case documentation, reporting , and client services: Intermediate proficiency in Microsoft Excel, ... reporting . + Creating and managing spreadsheets to monitor client progress and deliverables. + Using formulas, pivot tables,...reporting . + Remote work as determined by the supervisor based on program needs. + Participation in the… more
- Marex (New York, NY)
- …tools and methods to improve cross-product risk identification, assessment, monitoring, reporting and control. Help manage clearing/execution client risk ... quantitative and analytical focus responsible for risk management of client risk exposures across exchange traded futures & options,...management within Risk and the business. + Complete daily reporting of key risk issues to both Risk and… more