Certified Peer Recovery Advocate LESCCertified Peer Recovery AdvocateBronx, NY$50,000–$51,000 / yearDescription: BASIC FUNCTION : The Certified Peer Recovery Advocate (CRPA) uses their lived experience with substance use and recovery to engage, inspire, and guide residents through the transitional housing journey. Assist residents in locating and applying for permanent housing, including supportive housing, public housing, and affordable housing lotteries.
NewFamily Advocate - Brooklyn Children Mobile Crisis VNS HealthFamily Advocate - Brooklyn Children Mobile CrisisBrooklyn, New York$20.98–$26.23 / hourFull timeOverview: VNS Health Family Advocates embody our core values of Empathy, Integrity, and Agility by helping children and their families access life changing resources whether it’s basic needs of housing and public assistance or community resource programs that support social emotional wellbeing. Lived experience as a caregiver for children with behavioral health needs in accordance with the New York State Office of Mental Health and the New York City Department of Health and Mental Hygiene.
NewStaff, Programs, Family Peer Advocate Northside Center for Child DevelopmentStaff, Programs, Family Peer AdvocateNew York, NY$42,000–$50,000 / yearDUTIES AND RESPONSIBILITIES : Partner with P+ECMH clinicians and consultants to implement strategies that promote children's socio-emotional wellbeing and empower parents/caregivers to create stable, supportive home environments, through home-based supports, community partner visits, and clinic-based family engagement. By fostering engagement, coordination, and access to resources, this position ensures children remain in safe, nurturing home environments and advances Northside’s mission through impactful service delivery, community outreach, and strengthened family resilience.
Family Peer Advocate Richmond Medical CenterFamily Peer AdvocateStaten Island, New YorkDay Shift - 7.5 Hours (United States of America) Richmond University Medical Center is seeking a dedicated Family Peer Advocate (FPA) to join our Perinatal & Early Childhood Mental Health program (P+ECMH) . The Family Peer Advocate will draw on their lived experience as a parent or primary caregiver of a child with serious emotional and/or behavioral challenges to provide support, advocacy, and education to families.
Education Advocate, Immigrant Students' Rights Project Advocates for Children of New YorkEducation Advocate, Immigrant Students' Rights ProjectNew York City, New YorkAssisting families with school related issues such as special education, school enrollment, bilingual programs, and bullying; Conducting intakes of new clients; Participating in school meetings and school visits; Providing know-your-rights trainings to families across New York City and staffing tables at information fairs; Locating and connecting families with resources in their communities; Drafting and updating informational materials for immigrant parents; and. Advocates For Children (AFC) is a dynamic social justice organization that strives to ensure a high-quality education for New York students who face barriers to academic success, focusing on students from low-income backgrounds.
Family Advocate-Children Mobile Crisis Team VNS HealthFamily Advocate-Children Mobile Crisis TeamLong Island City, New York$20.98–$26.23 / hourFull timeOverview: VNS Health Family Advocates embody our core values of Empathy, Integrity, and Agility by helping children and their families access life changing resources whether it’s basic needs of housing and public assistance or community resource programs that support social emotional wellbeing. Lived experience as a caregiver for children with behavioral health needs in accordance with the New York State Office of Mental Health and the New York City Department of Health and Mental Hygiene.
Family Advocate Ohel Children's Home and Family ServicesFamily AdvocateBrooklyn, New YorkThe FEC Family Advocate is responsible for contributing to the day-to-day operation of the FEC including, co-designing and delivering programming, providing concrete advocacy for members, making referrals and creating a warm and welcoming gathering place. Requirements: Bachelor’s degree AND three (3) years of professional experience; OR a high school diploma AND five (5) years of professional experience in community-driven-programs working directly with children, youth and families.
per diem family advocate VNS Healthper diem family advocateBrooklyn, New YorkVNS Health Family Advocates embody our core values of Empathy, Integrity, and Agility by helping children and their families access life changing resources whether it’s basic needs of housing and public assistance or community resource programs that support social emotional wellbeing. Lived experience as a caregiver for children with behavioral health needs in accordance with the New York State Office of Mental Health and the New York City Department of Health and Mental Hygiene.
Bilingual Advocate Counselor-Bronx, NY Home for Little WanderersBilingual Advocate Counselor-Bronx, NYNY$22.50–$25.50 / hourProvides outreach to students and their families, including phone calls, written correspondence, and home visits (home visits always conducted in pairs). Cultivates and maintains positive and effective relationships with Wediko team, school and school administrators, and other Community Based Organizations.
Advocate Counselor-Part Time-Manhattan Home for Little WanderersAdvocate Counselor-Part Time-ManhattanNY$22.50–$25.50 / hourThe Home for Little Wanderers/Wediko NY is seeking a part-time Advocate Counselor, three days a week (24 hours a week) at the High School for Hospitality Management in Manhattan. We believe the differences we bring enhance our ability to provide exceptional service and care to diverse children, families, and communities.
Advocate Counselor - Theater Arts Production Company School (TAPCO) Home for Little WanderersAdvocate Counselor - Theater Arts Production Company School (TAPCO)NY$22.50–$25.50 / hourProvides outreach to students and their families, including phone calls, written correspondence, and home visits (home visits always conducted in pairs). Cultivates and maintains positive and effective relationships with Wediko team, school and school administrators, and other Community Based Organizations.
COMMUNITY HEALTH ADVOCATE LONG ISLAND FQHC INCCOMMUNITY HEALTH ADVOCATEGarden City, NYThe Harmony Healthcare Long Island is a non-profit healthcare organization with 7 health centers, providing primary care and preventative medicine in the following locations in Nassau County: Roosevelt, Elmont, Hempstead, Freeport, Oceanside, and New Cassel/Westbury. Advocates for and supports the client, engages with community agencies/health care providers and others on his behalf to ensure access to services needed to increase wellness self-management and reduce emergency room visits and/ or hospitalizations.
Developer Advocate Donuts IncDeveloper AdvocateNYRemote$130,000–$150,000 / yearHelp build and maintain a portfolio of end-to-end DNSid demos integrated with the agent frameworks developers actually use, such as LangChain, CrewAI, the Microsoft Agent Framework, LlamaIndex, the OpenAI Agents SDK, MCP servers, and A2A implementations. Contribute code upstream: to the open-source DNSid SDKs and reference implementations, and to the third-party agent frameworks and tools in the ecosystem, landing native DNSid support and advocating for its adoption where developers already build.
NewAdvocate Counselor - Theater Arts Production Company School (TAPCO) HFLW BrandAdvocate Counselor - Theater Arts Production Company School (TAPCO)New York, NY$22.50–$25.50 / hourProvides outreach to students and their families, including phone calls, written correspondence, and home visits (home visits always conducted in pairs). Cultivates and maintains positive and effective relationships with Wediko team, school and school administrators, and other Community Based Organizations.
NewFrontline Advocate (Brooklyn Location) Arab American Family Support CenterFrontline Advocate (Brooklyn Location)Brooklyn, NYCoordinate and manage client flow, including notifying on-site staff when clients arrive for appointments (via phone, Instant Message (IM) or in person), determining appropriate next steps for an effective client visit, assisting on-site staff with scheduling future appointments for clients, directly linking clients to additional on-site and off-site services and assessing urgent client needs and notifying appropriate personnel to address such needs. Associate degree and relevant work experience or at least three (3) years of relevant work experience (i.e. experience working with survivors of domestic and gender-based violence, providing advocacy services and/or customer service) as well as an understanding of the dynamics and complexities of domestic and gender based-violence, the systems that impact survivor's lives, and a demonstrated commitment to utilizing trauma-informed engagement practices with survivors of domestic and gender based violence.
Customer Advocate Manager - Onsite - Edison, NJ ModivcareCustomer Advocate Manager - Onsite - Edison, NJEdison, New JerseyThis position is responsible for ensuring timely services and excellent communication to recipients and their families, health care facilities, transportation providers, and internal customers. Manages and coaches employees on all human resource related processes including onboarding, performance management, succession planning, employee relations, selection, terminations, compensation and rewards.
Inspire Growth – Summer Behavioral Support Advocate Comprehensive Behavior SupportsInspire Growth – Summer Behavioral Support AdvocateScarsdale, NYThis is a unique opportunity to provide one-on-one support to a child while they attend their own summer day camp, helping them fully participate in activities, build skills, and have a successful camp experience. You will support the child throughout the day, helping them engage in camp activities, navigate social situations, and build independence in a natural, fun environment.
Youth Peer Advocate The Mental Health Association of NYC dba Vibrant Emotional HealthYouth Peer AdvocateBronx, New YorkThe Youth Peer Advocate will be an individual 18 to 30 years old who has self-identified as a person who has first-hand experience with social, emotional, medical, developmental, substance use, and/or behavioral challenges, and has experience receiving mental health services and/or navigating other child-serving systems. Vibrant’s Family & Youth Peer Support Services are staffed by family advocates who have shared similar life experiences to other parents – including finding success in navigating the complexities of the child-serving system.
NewAdvocate Counselor, Learning to Work (LTW), Brooklyn CAMBAAdvocate Counselor, Learning to Work (LTW), BrooklynBrooklyn, NYFull timeUsing the Primary Person Model, each student will have a Career Advocate who will: guide students towards removing barriers toward graduation, engage students in college preparatory activities, provide supportive services, and increase self-direction and self-sufficiency through meaningful career exploration experiences, including subsidized internship placements for 75 students. The Learning to Work (LTW) for Transfer Schools Program will provide services to 150-200 students, ages 15-21 who are over-aged for grade, under-credited, and have spent at least one year in another high school to earn a high school diploma and gain valuable vocational and life skills supports.
P/T Client Advocate I, Resources for Inclusive Support and Empowerment (RISE) CAMBAP/T Client Advocate I, Resources for Inclusive Support and Empowerment (RISE)Brooklyn, NYPart timeRISE will also address the social determinant of health (SDOH) social isolation by creating safe, positive spaces for MSMoC to develop meaningful social connections and benefit from the support of peers in overcoming emotional, social, and health issues. Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive.
NewResidential Youth Advocate - Per Diem - Saturdays Overnight Catholic Charities of the Archdiocese of NewarkResidential Youth Advocate - Per Diem - Saturdays OvernightUnion City, New JerseyAn associate's or bachelor's degree from an accredited college or university in a field that is unrelated to social work or psychology and six months experience working with children in a group setting; OR. A high school diploma or GED and 1 to 3 years of experience working with children in a group setting, such as a coach, mentor, teacher, or advocate for children; OR.
NewPer Diem Residential Youth Advocate - Strong Futures Catholic Charities of the Archdiocese of NewarkPer Diem Residential Youth Advocate - Strong FuturesUnion City, New JerseyAn associate's or bachelor's degree from an accredited college or university in a field that is unrelated to social work or psychology and six months experience working with children in a group setting; OR. A high school diploma or GED and 1 to 3 years of experience working with children in a group setting, such as a coach, mentor, teacher, or advocate for children; OR.
Family Advocate Children's Aid Job ListingFamily AdvocateBronx, New YorkThe Early Childhood Department serves over 700 low-income children aged 0-5 and their families in schools and community centers throughout Manhattan, Staten Island, and the Bronx through a combination of Federal, State and City funding. Early Childhood (EC) Division at Children’s Aid (CA) is founded on the belief that strong communities are built by children and families who have the access, skills, and choice to create pathways to their success.
Family Peer Advocate (Service Provider)-Cftss SCO Family of ServicesFamily Peer Advocate (Service Provider)-CftssDix Hills, New YorkA FPA may obtain a provisional credential that will allow services they provide to be billed if the applicant has: Demonstrated “lived experience” as a parent or primary caregiver who has navigated multiple child serving systems on behalf of their child(ren) with social, emotional, developmental, health and/or behavioral healthcare needs. Serve as a bridge between families and service providers, supporting a productive and respectful partnership by assisting the families to express their strengths, needs and goals.
Certified Recovery Peer Advocate St. John's Riverside HospitalCertified Recovery Peer AdvocateYonkers, New YorkFull timeResponsibilities: The Certified Recovery Peer Advocate (CRPA) provides patient-centered care and support to individuals throughout the Behavioral Health Services (BHS) system to assist with entry into care, support those in recovery to stay in recovery, and to assist those who are considering leaving treatment to ensure that any needs are promptly addressed to enable them to stay in care. Serving the Westchester community from Yonkers to the river town communities of Hastings-on-Hudson, Ardsley, Dobbs Ferry and Irvington, St. John's Riverside has been and continues to be a unique and comprehensive network of medical professionals dedicated to a tradition of service that spans generations.
Peer Advocate Richmond Medical CenterPeer AdvocateStaten Island, New YorkEvening Shift - 7.5 Hours (United States of America) A Peer Advocate is an individual who uses their knowledge acquired through lived experience related to substance use, to support the recovery goals of individuals who use drugs and/or alcohol. Peer support services are defined as "services for the purpose of outreach for engaging an individual to consider entering treatment, reinforcing current patients' engagement in treatment and connecting patients to community-based recovery".
Family Peer Advocate, Community Engagement The Mental Health Association of NYC dba Vibrant Emotional HealthFamily Peer Advocate, Community EngagementNew York, New YorkThe Family Peer Advocate (FPA) will be a parent/caregiver of a child who has experienced social, emotional, developmental, substance use, and/or behavioral challenges and has ‘lived experience’ navigating multiple NYC systems on behalf of their child(ren) with social, emotional, developmental, health and/or behavioral healthcare needs. Lead community-level outreach and engagement by recruiting participants through online channels, organizing and attending events, strengthening referral pathways with non-profit partners, and working collaboratively with Community Programs to expand Vibrant’s presence.
Student Advocate Harlem Children's ZoneStudent AdvocateNew York, NY$45,000–$50,000The Student Advocate will bring a passion for the mission of Harlem Children’s Zone: break the cycle of intergenerational poverty with comprehensive, on-the-ground programming that builds up opportunities for children and families to thrive in school, work, and life. Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks an enthusiastic, dedicated, and mission-aligned Student Advocate to support our After-School programs.
GUARDIANSHIP ADVOCATE Arc WestchesterGUARDIANSHIP ADVOCATENYThis position involves working closely with families, social services, and legal entities to ensure that the best interests of individuals with disabilities are prioritized. Collaborate with families, social workers, and legal representatives to develop comprehensive care plans tailored to individual children's needs.
Care Advocate, Bilingual, Spanish Wellthy IncCare Advocate, Bilingual, SpanishNYRemote$25–$28 / hourOur Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia. And with the acquisition of Patch Caregiving, Wellthy continues to expand how care shows up for working families by pairing care navigation and coordination with on-site and near-site employer-based childcare.
Bilingual (Spanish) Client Advocate, Resources for Inclusive Support and Empowerment (RISE) CAMBABilingual (Spanish) Client Advocate, Resources for Inclusive Support and Empowerment (RISE)Brooklyn, NYFull timeRISE will also address the social determinant of health (SDOH) social isolation by creating safe, positive spaces for MSMoC to develop meaningful social connections and benefit from the support of peers in overcoming emotional, social, and health issues. Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive.
Client Advocate, Magnolia House Women’s Shelter CambaClient Advocate, Magnolia House Women’s ShelterBrooklyn, New YorkWho We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive. Homeless (often mentally-ill and substance-abusing) men and women are provided with comprehensive services to stabilize their condition in order to successfully transition into to permanent and/or supported housing.
Peer Advocate, Broadway House Women's Shelter CambaPeer Advocate, Broadway House Women's ShelterBrooklyn, New YorkWho We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports they need to thrive. Homeless (often mentally-ill and substance-abusing) men and women are provided with comprehensive services to stabilize their condition in order to successfully transition into to permanent and/or supported housing.
Wellness Advocate, Bureau of Alcohol and Drug Use City of New YorkWellness Advocate, Bureau of Alcohol and Drug UseQueens, NYBADUPCT develops, implements, and evaluates interventions and prevention strategies through contracting of treatment, recovery and support services; policy analysis and development; epidemiology and surveillance; dissemination of treatment and management guidelines; harm reduction initiatives; public and provider outreach and education; and community involvement and interagency collaboration. As the primary population health strategist and policy authority for NYC, with a rich history of public health initiatives and scientific advancements, from addressing the 1822 yellow fever outbreak to the COVID-19 pandemic, we serve as a global leader in public health innovation and expertise.
Survivor Advocate Columbia UniversitySurvivor AdvocateNY$70,000–$75,000 / yearProvide criminal/civil justice advocacy and support services in orientation and accompaniment for the making of police reports, forensic medical exams, interviews, court filings and hearings (including injunctions/orders of protection), and all facets of the trial process (including depositions, trial, victim impacted statements, sentencing, release procedures). As part of the 24-hour on-call rotation, the Survivor Advocate is required to report to campus, hospital emergency departments, law enforcement agencies, court houses, etc., on short notice and for extended periods of time in response to emergency and critical incidents related to incidents of sexual assault, intimate partner violence, stalking, and abuse.
New York Survivor Advocate - Speaker SADD INCNew York Survivor Advocate - SpeakerNY$700–$1,200New York State SADD is seeking dynamic, engaging Survivor Advocates and Speakers to deliver impactful, prevention-focused presentations on mobility safety to middle and high school audiences. Focusing on prevention programs in mobility safety, substance misuse, mental health, and leadership development, SADD students are working to impact their peers through a model of school and community-based chapters.
NewFull Time Residential Youth Advocate Catholic Charities of the Archdiocese of NewarkFull Time Residential Youth AdvocateJersey City, New JerseyAn Associate's or Bachelor's degree from an accredited college or university in a field that is unrelated to social work or psychology and six months experience working with children in a group setting; OR . Work with youth in a variety of situations- e.g. in the residents as well as in the community and/or manage many different types of household activities including cooking, cleaning, homework assistance etc.
Youth Advocate Counselor Children's Aid Job ListingYouth Advocate CounselorNew York, New YorkSeek advice and identify targeted sources of youth or family supports from appropriate school staff and community-based partners under the direction of the Site Director and/ or Social Work Supervisor. When working with groups of youth, develop and maintain an effective system of classroom management that encourages children to develop pro-social behavior and self-discipline.
Youth Advocate Children's Aid Job ListingYouth AdvocateBronx, New YorkPosition Summary: Under the general supervision of Community School Director, will assist guidance counselors and social workers to develop exemplary educational structures to bridge the gap to higher educational aspirations. Excellent interpersonal skills necessary to effectively interact with Children’s Aid staff, DOE professionals, high-school students, and their families during periods of emotional stress.
Certified Peer Recovery Advocate (CPRA) SCO Family of ServicesCertified Peer Recovery Advocate (CPRA)Dix Hills, New YorkMorning Star II is an OASAS-licensed, support residential program for adult women in recovery from substance use, that accommodates both the women and their pre-school age children. We are seeking a recovery advocate to provide peer support to the women both when they reside at Morning Star and after they leave to reside in the community.
NewPer Diem Residential Youth Advocate Catholic Charities of the Archdiocese of NewarkPer Diem Residential Youth AdvocateJersey City, New JerseyAn Associate's or Bachelor's degree from an accredited college or university in a field that is unrelated to social work or psychology and six months experience working with children in a group setting; OR . Work with youth in a variety of situations- e.g. in the residents as well as in the community and/or manage many different types of household activities including cooking, cleaning, homework assistance etc.
NewYouth Advocate Children's AidYouth AdvocateBronx, NY$20–$25 / hourPosition Summary: Under the general supervision of Community School Director, will assist guidance counselors and social workers to develop exemplary educational structures to bridge the gap to higher educational aspirations. Key Competencies: Excellent interpersonal skills necessary to effectively interact with Children's Aid staff, DOE professionals, high-school students, and their families during periods of emotional stress.
Seasonal Customer Advocate Safelite Group, Inc.Seasonal Customer AdvocateBayonne, NJFrom managing administrative processes, scheduling, work orders and invoicing, to greeting customers in person and answering inbound phone calls and emails, this organized and energetic professional delivers a memorable experience during every interaction. Breeze through administrative tasks such as buyouts, invoices, work orders, managing deleted work orders and processing credit memos and rebills.
Customer Advocate Safelite Group, Inc.Customer AdvocateNY$19.75–$30 / hourFrom managing administrative processes, scheduling, work orders and invoicing, to greeting customers in person and answering inbound phone calls and emails, this organized and energetic professional delivers a memorable experience during every interaction. Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial, dispatch, repair, cash, wholesale and same-day reschedules/cancellations.
Community Care Advocate Spring Care IncCommunity Care AdvocateBrooklyn, NY$30–$34 / hourand referral list(s), which may include basic needs (housing, food, transportation, etc.), financial, legal, daily living and other worklife support resources and provide support. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally.
Advocate, Violence Prevention Center for Justice InnovationAdvocate, Violence PreventionBrooklyn, NYFull timeResponsibilities include but are not limited to: Conduct city-wide outreach, engagement, and safety planning for NYCHA residents who are survivors of domestic violence or have caused harm in intimate or familial relationships; Provide crisis intervention and support to community members and community partners; Develop individualized service plans, including safety planning, referrals, and connections to housing, employment, emergency assistance, mental health, and other supports; Provide ongoing advocacy and case management for a caseload of 40–50 participants, maintaining regular follow-up at least monthly, or more frequently based on need; Facilitate workshops and trainings on topics such as healthy relationships, trauma-informed care, accountability and behavior change, crisis management, healing circles, and safety planning; Support public education and awareness campaigns to reduce stigma, shift harmful cultural norms, and promote community accountability; Build and maintain strong relationships with community-based organizations, service providers, and MAP partners to ensure coordinated responses to domestic violence; Conduct outreach and canvassing in designated MAP NYCHA neighborhoods to connect residents with DVTA resources; Document services, contacts, case notes, and progress reports in a timely and accurate manner; submit monthly reports capturing program data; Participate in evening and weekend programming and events as required; and. Additional preferred qualifications include : At least 2 years of experience in a role directly related to intimate partner violence, community violence, case management, or trauma-informed services; Experience in community organizing and community engagement; Strong group facilitation and community engagement skills'.
Certified Peer Recovery Advocate LESC HOUSE INCCertified Peer Recovery AdvocateNY$50,000–$51,000 / yearBASIC FUNCTION: The Certified Peer Recovery Advocate (CRPA) uses their lived experience with substance use and recovery to engage, inspire, and guide residents through the transitional housing journey. Assist residents in locating and applying for permanent housing, including supportive housing, public housing, and affordable housing lotteries.
Developer Advocate, Creator Platform Rockstar Games IncDeveloper Advocate, Creator PlatformManhattan, NY$112,500–$137,000 / yearThe Rockstar Games Creator Platform Team deliver a technology platform that enables players to experience community created content on fully customized dedicated servers where creators can develop their own game modes and other modifications in a variety of scripting languages. In this role, you will focus on improving the developer experience for our creators, including translating complex technical concepts into clear, accessible guides, tutorials, and API references to empower our worldwide community of creators and server owners to get the most out of our Creator Platforms.
Certified Peer Recovery Advocate - CCBHC Ohel Children's Home and Family ServicesCertified Peer Recovery Advocate - CCBHCBrooklyn, New YorkThe Peer Specialist is responsible for mentoring individuals diagnosed with mental health, substance abuse and co-occurring disorders by providing supportive and skills-building service with a rehabilitation and recovery focus. Ohel is seeking a Certified Peer Recovery Advocate to provide person-centered planning and delivery of services to individuals at our Licensed Outpatient Mental Health Clinic.
Patient Access Advocate I - PRESNow Menaul Presbyterian System ServicesPatient Access Advocate I - PRESNow MenaulUptown, IllinoisAll benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits. Manage the accurate collection of patient data which includes but is not limited to; *Obtain/confirm and enter demographic and other financial information, not obtained during pre-registration/financial clearance process, necessary for account completion.