with professionalism and clarity Conducting outbound follow-up calls to schedule appointments Managing appointment calendars with precision... their financial future. We are seeking a polished, dependable, and client-focused Appointment Setter / Client Services Representative...
, etc.) and accurately documenting client and customer interactions and follow-up actions. Experience communicating with a global client... different software tools and collaborating closely with team members and other departments. Conduct daily follow-up...
with local regulation and Citi standards - Update KYC forms and client profiles according to policy requirements - Followup... objective of this role is to develop and manage a dedicated internal KYC (Know Your Client) program at Citi. **Responsibilities...
high conversion rates through intelligent client-therapist pairing Insurance Follow-Ups - Verify insurance eligibility... - Followup on pending verifications - Communicate clearly with clients regarding insurance status Additional...
-driven profile Ability to manage multiple accounts simultaneously Strong follow-up and problem-solving skills..., and compliance with SLAs and client requirements. Key Focus Areas ATS and VMS order management Timesheet tracking and validation Pay...
CRM for effective follow-up and pipeline management. Minimum Qualifications (knowledge skills and abilities... with keen attention to detail and reliable follow-up capabilities Experience presenting to C level customers Proficient in CRM...
, reporting, and issue tracking and follow-up. POSITION ATTRIBUTES This position generally does not manage staff. Travel... a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships...
Coordination - Manage vendor and supplier relationships and related contracts. - Maintain schedules and follow-up systems... you in roles where you can grow, be challenged, and build long-term, meaningful careers. About the Company Our client...
operational processes (insurance renewals, engagement letters, etc.) Manage follow-up on incomplete tasks and ideas...-quality client communication. A key aspect of this role involves partnering with a custom AI assistant to automate routine...
monthly Scorecard KPIs to participate on montly Commitess and followup open items. Preparation and presentation... AP processes when needed to deliver top-grade client service while complying with company policies (payment dates...