- South Middlesex Opportunity Council (Springfield, MA)
- …date case notes, telephone contact log and referrals to community based services. Enter all client data into the required database(s) on a daily basis. + Under ... Conduct time limited follow up and support as the client accesses the new services and initiates action plans...food pantries, and other services that can assist the client in the maintenance of sustainable housing. + Participate… more
- Hartford HealthCare (Mansfield Center, CT)
- …and Co-leads client groups. * Collects and records vital signs and client data (weight, blood pressure etc.) as indicated by program requirements; organizes ... according to therapeutic treatment plan. * Observes, intervenes and documents client behavioral and physical response to therapeutic interventions. * Under the… more
- Truist (Charlotte, NC)
- …fee income strategy 2. Leverage external benchmarking, competitor intelligence, and internal client data to optimize portfolio fee strategy and individual deal ... strategy, design/maintenance of sector-specific solutions, and operational execution of client pricing adjustments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is… more
- Vitra Health (Braintree, MA)
- …Coordinates authorizations, denials and works with clinical team to resolve issues. + Coordinates client data with the Revenue Cycle team to respond to changes ... preferred. + 2+ years prior experience with sales, relationship management, or client enrollment preferred. + 2+ years' experience and complete comfort using… more
- Principal Financial Group (Des Moines, IA)
- … client reporting process. Identify and resolve issues associated with client data , trade breaks, reconciliation breaks, and/or compliance breaches. Prepare ... and maintain controls in alignment with internal policies and client needs. + Develop an understanding of Principal Asset...Power Query and/or Power BI. + Detailed oriented. + Client service orientation, the ability to work under pressure… more
- Bank of America (St. Louis, MO)
- …team operations. + Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe ... portfolio monitoring. The Specialist will also perform annual reviews on client relationships in alignment with Business Unit policy and procedures.… more
- HUB International (New York, NY)
- … compliance with ACA, ERISA, and other regulatory requirements + Maintain accurate client data in HUB's Agency Management System + Support wellness initiatives ... consulting, insurance, or corporate benefits + Strong analytical, communication, and client -facing skills + Proficiency in Microsoft Word, Excel, and PowerPoint +… more
- Kiewit (Lenexa, KS)
- …as appropriate + Assist in feasibility and planning studies by analyzing client data , researching options, coordinating with project engineers, and providing ... designs, performing and/or reviewing calculations, developing plans, scheduling tasks to meet client needs, as well as mitigating risk to keep our construction crews… more
- Kestra Financial (Pittsburgh, PA)
- …though proactive communication + Perform market research and product analysis + Analyzing client data + Conduct SWOT analysis to determine client ... overall financial health + Develop and deliver customized client recommendations + Monitor firm's social media marketing efforts + Cultivate leads into clients +… more
- City Wide Facility Solutions (Camp Hill, PA)
- …+ Responsible for ensuring building inspections are completed, followed-up with and all client data is maintained in CRM. + Responsible for people development ... FSM's and Night Managers. + Develop and maintain positive client relationships and achieve client retention above...and maintain positive client relationships and achieve client retention above 90%. + Develop and maintain impactful,… more