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Review and follow up on a variety of trade surveillance alerts and exception reports covering wide range of risks and products, primarily focusing on Market Abuse risk within FX, fixed income, futures and swaps activity.
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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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The RDA will work closely with the Community Health Worker to link clients of GLWD and/or patients of NYU with medical and social services, as needed, and follow up on their cases. The RDA will follow up with enrolled subjects to perform several assessments and measures on the telephone and in person.
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Supporting Boutique manager in exceeding boutique budgets in accordance with brand retail strategy Leading sales team/ support the boutique manager with implementing HQ commercial guidelines Support the preparation and delivery of monthly boutique meetings and follow-up actions.
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WORK SCHEDULE: Fall 2024 (Saturday & Sunday 8:00 AM – 4:00 PM): Up to but not limited to approximately 25 hours for student follow up weekend;Note: As program is subject to funding, all dates, times, and hours to be confirmedSALARY: Extra Hours rates as per the relevant union/organization of the advertised title (UFT, CSA, DC-37 - Collective Bargaining Agreement.
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ResponsibilitiesCampaign Support and CoordinationCoordinate communications, scheduling appointments and meetings, follow-up, and other support tasks as needed for the Campaign Director/Director of Major Gifts so they may remain focused on the cultivation, solicitation, and stewardship of prospective donors.
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Ability to stand, walk, kneel, bend, stoop, stretch, reach, lift heavy objects (such as luggage to overhead bin or window exit) and push and pull beverage cart (up to 250 lbs.) Professional appearance, excellent grooming standards, and willingness to follow uniform, hair, tattoo, and piercing guidelines.
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Must follow a bottoms-up, fundamental approach to investment research focusing on individual companies. Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing SEC filings.
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Work with Senior Director of Trusts & Estates to make decisions regarding redactions on agreements; follow-up on claims as needed. Follow up with delinquent estate and trust files via correspondence and telephone contacts.
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Responsibilities The Sales Assistant supports the execution of strategies set by the Vice President of Sales by performing general sales activities including follow-up and customer service, in order to maximize sales and margins, support and promote the Robert Graham brand and maintain optimal relationships with customers.
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Functional Expertise: Proven early/mid-career experience as an early implementation or client success hire directly responsible for “building the plane as you fly it” across playbook development, user training/onboarding, ongoing user activation & engagement, KPI development, and setting up for operational scale.
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Monitors NetSmart Task box hourly in order to dispatch on call visit staff and to ensure timely follow upand clinical coordination with the On Call Services Field RN.Places “Tuck-In” call for telephonic follow up and may schedule an RN visit PRN when deemed necessary after triaged.
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Job Title: CNC Set Up Operator Location: Rochester, NY Shift: B shift (Monday – Thursday 2:30 pm – 1:00 am); training on day shift for 2-4 weeks Salary/Pay Rate/Compensation: Rate range: $18 - $25 per hour Job Responsibilities: Set up and operate Anderson CNC routers using Fanuc Controller and Mastercam.
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RESPONSIBILITIESProvides initial civil legal screenings and any necessary follow-up legal consultations to clients seeking family law assistance, including drafting of pro se petitions and other filingsIn collaboration with Senior Program Director and Associate Program Director, creates, implements, coordinates and conducts ongoing family law legal clinics to assist clients in drafting pro se petitions for Family and Supreme Courts.
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Make certain that all security and fire life safety personnel maintain current New York State guard licenses and FDNY certificates of fitness and complete required yearly training. The Director of Security is a supervisory and management role that requires ensuring that all assigned Security Officers and Fire Life Safety Directors are performing up to client expectations and QPS standards.
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training follow up jobs Company: Alan Wheeler State Farm Agent in New York, MD, Nebraska
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