- Citigroup (Palo Alto, CA)
- …events + Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes , and maintain all client call records including call reports + ... Introduce Citi's value proposition to incoming employees at target firms + Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business + Leverage relationships to understand client needs and… more
- Amergis (Burbank, CA)
- …with Amergis office staff. + Documents care per Amergis policies and procedures + Communication notes or incident logs are filled out and turned in on a timely basis ... when necessary. + Other duties as assigned Minimum Requirements: + High School diploma or its equivalent. + Associates degree in behavioral studies or related field, or equivalent experience preferred. + Full command, verbal and written, of the English… more
- The County of Los Angeles (Los Angeles, CA)
- …and/or Supplemental Questionnaire is/are incomplete, the application will be REJECTED. IMPORTANT NOTES : We may verify information included in the application at any ... point during the examination and hiring process, including after an appointment has been made. Falsification of information could result in refusal of application or rescission of appointment. Copying verbiage from the Requirements or class specification as… more
- Bank of America (Beverly Hills, CA)
- …with time sensitive updates + Attends client review meetings to capture notes , document in Salesforce, and tracks all actions/activities to ensure the highest ... level of client service is provided + Provides advice and assists with training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification + Referral… more
- Spread Your Wings, LLC. (Windsor, CA)
- …that work for your clients + Provide consistent documentation of progress through case notes and quarterly reports + Spend 90% of your time in the field with ... clients and 10% on admin/documentation + Collaborate with program managers, regional center coordinators, and training staff ✅ You'd Be Great If You: + Have a heart for helping others and believe in treating people with dignity and respect + Are a strong… more
- Carrington (Anaheim, CA)
- …compliance testing as assigned and promptly escalate compliance concerns. + Create notes of compliance meetings that include key highlights and action items for ... distribution to servicing management. + Monitor and assist with compliance implementation plans and routinely follow-up with the business to ensure timely completion. + Upon validation of compliance findings, perform loan level testing to ensure successful… more
- House of Blues (Calabasas, CA)
- …communications and resources + Schedule and coordinate department meetings, take notes , interviews and trainings as necessary, help organize and distribute relevant ... materials + Audit and organize all employee life-cycle HR files + Support employee lifecycle functions such as, but not limited to; off-boarding process, compliance training tracking/auditing and Leave of Absence compliance, etc. + Liaise between HR and IT for… more
- The County of Los Angeles (Los Angeles, CA)
- …Supplemental Questionnaire is/are incomplete, the application will be REJECTED . IMPORTANT NOTES : + Please note that ALL information supplied by applicants and ... included in the application materials is subject to VERIFICATION at any point during the examination and hiring process, including after an appointment has been made. + Applications may be rejected at any stage of the examination and selection process. +… more
- Disney Entertainment (Santa Monica, CA)
- …Assist in developing impactful, compelling presentation materials (decks, notes , write-ups, backup materials, etc.) that effectively communicates subscriber ... projections, drivers, business performance, and risks & opportunities to leadership. + Work with region manager to provide strategic recommendations for new business initiatives, help quantify any business issue, and analyze large amounts of subscriber data… more
- MAAC (Metropolitan Area Advisory Committee) (Chula Vista, CA)
- …and effectiveness of clinical services, including reviewing treatment plans, case notes , and other documentation. + Training and Development: Conducting training ... sessions, facilitating case conferences, and promoting professional development among staff. + Compliance and Ethics: Ensuring adherence to clinical, legal, and ethical standards, as well as relevant regulations and policies. + Administrative Tasks: Managing… more