- Robert Half Finance & Accounting (Mountain View, CA)
- …rigorous compliance with fiduciary standards and firm policies while ensuring accurate client documentation . + Contribute to strategic committees and support ... About the Role We're seeking a Financial Planner to strengthen client relationships and deliver comprehensive, high‑quality wealth management solutions. This role… more
- Illumination Foundation (Santa Ana, CA)
- …+ Participate in one-on-one supervision with management to discuss program updates and client needs. Documentation , Data & Compliance + Ensure timely and ... compliant documentation of all client interactions in line with contractual and KPI requirements. + Conduct routine audits of case notes and files to ensure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …processes adhere to regulatory standards and internal controls including gathering required client documentation that is current with firm and industry ... (CAS) team offers an array of bespoke solutions designed to enhance a client 's portfolio and overall wealth strategy, by harnessing multi-asset expertise to address… more
- Project Renewal, Inc. (Brooklyn, NY)
- …and other concrete services + Maintains accurate and up to date written client documentation as required and in accordance with City/State oversight agency ... required assessments, case management, and providing delivery of service to the client ; these responsibilities will ultimately assist the client in addressing… more
- Help at Home (Atlanta, GA)
- …and submits routine departmental reports as required. + Records and maintains accurate documentation of the client 's condition and overall service. + Maintain ... **Help at Home is hiring for a Client Service Supervisor in your area!** This role...This role is onsite Monday-Friday 8:00am-5:00pm. **_Job Summary:_** The Client Service Supervisor may, where permitted, develop, and monitor… more
- Coldstream Wealth Management (Portland, OR)
- …CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private ... join one of our wealth management teams! As a Client Service Associate with a supportive and growing team,...vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich… more
- Wellington (Boston, MA)
- …for:** . Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings ... perspectives with those of our clients. **About the Role** **Position** The Client Transitions Analysts ("CTA") are members of Global Operations and are responsible… more
- Dickinson Financial Corporation (Kansas City, MO)
- …inquiries. + Collaborate with Loan Operations-Underwriting to ensure timely resolution of client documentation review and approval finalization. + Manage the ... The process to assess the manual review flags and obtain necessary supporting documentation will at times include direct customer contact, UBC / Care Center… more
- Comunilife (Bronx, NY)
- …integrity, and revenue projections. Compliance & Quality Assurance + Ensure all client documentation - including Assessments, Plans of Care, Progress Notes, ... - with a particular focus on meeting billable service targets, documentation standards, and program sustainability. This position is eligible for Comunilife's… more
- Schwarzman Animal Medical Center (New York, NY)
- …for all hospitalized patients. + Ensure all medical and client -facing documentation (treatment estimates, authorization forms, prescriptions, discharge ... DEPARTMENT: Client Services Reports to: LVT Senior Director of...assurance initiatives. + Ensure staff are trained in proper documentation protocols and communication standards. Benefits + Competitive salary… more
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