- GMHC (New York, NY)
- …Assistance Programs. + Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: ... crises. Compliance Documentation & Reporting: + Ensure timely and accurate documentation compliance. + Maintain detailed client records, including case notes… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- … communication and interaction requires 5+ years of experience preparing client financials with supporting documentation , account reconciliations and detail. ... Description Longstanding and stable CPA firm with offices in Bergen County seeks a Client Facing Accountant. The role with heavy client… more
- Paycom Online (Oklahoma City, OK)
- …payroll preparation requirements to clients to ensure perfect first payrolls + Ensures documentation on client processes and notes are logged timely within ... + **Software troubleshooting experience** + **Ability to consistently and effectively execute client meetings with business acumen** + **Ability to work as part of… more
- GMHC (New York, NY)
- …Assistance Programs. + Ability to navigate online portals and submit required client documentation . Strong documentation and compliance skills, ensuring: ... should have the following technical competencies to effectively manage case documentation , reporting, and client services: Intermediate proficiency in Microsoft… more
- Terracon (Little Rock, AR)
- …document processes and systems to support control and availability of project and client documentation to local office/operations including tracking & routing of ... processes and systems to support control and availability of project and client documentation to local office/operations. **Project Delivery Support** + Assist… more
- Illumination Foundation (Santa Ana, CA)
- …inform decisions regarding referrals to alternative resources + Recording obtained client documentation , including vitals, insurance cards, SSI award letters, ... action steps. + Complete care plans and maintain accurate documentation within Electronic Health Records (EHR) and client... documentation within Electronic Health Records (EHR) and client databases (eg, HMIS, Champ, or Health Plan programs,… more
- MyFlorida (Cross City, FL)
- …Form, Check, Authorization) email to Kimberly, Sandra Horne and mail to F/A. Client contact documentation : Contacting client in accordance with BSCIP ... services. Also, availability to provide support and answer questions from client and family about services. Correspondence/ Documentation Activities: Responsible… more
- Bank of America (Jacksonville, FL)
- …refresh requirements + Perform client refresh through the review of client documentation , vendor databases and data entered into proprietary systems to ... **Line of Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global Operations organization and… more
- BMO Financial Group (Salt Lake City, UT)
- …with internal policies and guidelines. + Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate ... and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client … more
- Marex (New York, NY)
- …and other applicable systems. Responsibilities: + Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and ... the United States. The team will work with brokers or client services to gather the proper documentation and configuring the client 's static data withing… more