NewBAS System Specialist JobotBAS System SpecialistOklahoma City, OK$35–$50 / hourYou’ll work closely with project teams and customers to bring advanced HVAC controls systems to life—configuring networked systems, writing job-specific sequences, and ensuring each system operates at peak performance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAP Specialist JobotAP SpecialistOklahoma City, OK$50,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This position is responsible for managing the accounts payable process, overseeing purchasing activities, and maintaining accurate inventory records for both consumable medical supplies and fixed assets.
NewEmergency Service Specialist III - Marietta MercyEmergency Service Specialist III - MariettaMarietta, OKFrom day one, Mercy offers outstanding benefits - including medical, dental, and vision coverage, paid time off, tuition support, and matched retirement plans for team members working 32+ hours per pay period. Responds to life safety emergencies, providing rescue, pre-hospital medical care, fire prevention, protection, and suppression.
Peak Seasonal Auto Glass Repair Specialist SafelitePeak Seasonal Auto Glass Repair SpecialistPonca City, OKLearn to repair vehicle glass (in the classroom and hands on) with a focus on the Safelite Way of Fitting under the guidance of experienced technicians and Safelite leaders. • Manage work orders, customer documentation and customer communication through the Safelite handheld Mobile Resource Management (MRM) technology.
NewOnboarding Specialist - Full Time OU Medicine, Inc.Onboarding Specialist - Full TimeOklahoma City, OKFull timeCollaborate with HR teams on cross‑functional projects aimed at improving service delivery, workflow efficiency, and employee experience, contributing research, benchmarking, and operational insight to inform decision‑making. The HR Generalist provides broad human resources support across HR Operations, HR Talent & Culture, and HR Total Rewards, contributing to effective service delivery, data integrity, and an enhanced employee experience.
NewEquipment Specialist, Senior - Secret DCS CorporationEquipment Specialist, Senior - SecretOklahoma City, OKIn this role you will provide Equipment Specialist support that will provide CM activities and apply logistics best commercial practices and DoD directed concepts such as Performance-Based Logistics (PBL), public private partnering, and supply chain management. Bachelor’s Degree in a related field and 12 years of experience in the respective technical/professional discipline being performed, 5 years of which must be in the DoD OR 15 years of directly related experience, 8 years of which must be in the DoD.
Talent Acquisition Specialist I TTECTalent Acquisition Specialist IOklahoma City, OKThis may include community sourcing, screening resumes and applications, scheduling onsite interviews, helping complete reference checks, background checks, drug tests, and completing paperwork for each new hire. TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology.
NewProperty Adjuster Specialist - Field USAAProperty Adjuster Specialist - FieldOklahoma City, OK$69,920–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Professional Coding Specialist III OU Medicine, Inc.Professional Coding Specialist IIIVirtual, OKFull timeWe are looking for a detail-oriented Professional Medical Coder to help streamline our charge review coding workflow for Adult and Pediatric Evaluation and Management services and Minor Procedures, resolve denials and work with leadership to put processes in place to reduce denials. Code and resolve the most complex, high‑risk professional encounters including specialty‑specific procedures, high‑dollar services, complex modifier scenarios, and telehealth exceptions.
Clinical Pharmacy Specialist - PRN - Ambulatory Care (Stephenson Cancer Center - Norman) OU Medicine, Inc.Clinical Pharmacy Specialist - PRN - Ambulatory Care (Stephenson Cancer Center - Norman)Norman Healthplex, OKPart timeIdentify and resolve drug‑related problems (e.g., inappropriate drug or dose selection, sub‑/supra‑therapeutic dosing, adverse drug events, interactions, untreated indications, medication use without indication, and treatment failures). Facilitate medication access, lower cost therapeutic alternatives, clinical support of prior authorization appeal letters, patient assistance programs, and other mechanisms to ensure timely therapy initiation/continuation.
NewEquipment Rental Specialist Sunbelt RentalsEquipment Rental SpecialistCouncil HIll, OK$20.31–$24.12 / hourRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training, Skilled Craftsman, Brand Ambassador. The Equipment Rental Specialist is an inside sales role responsible supporting telephone and walk-in customers with rentalsof all types of construction/industrial equipment.
Neuro Interventional Radiology Professional Coding Specialist II OU Medicine, Inc.Neuro Interventional Radiology Professional Coding Specialist IIVirtual, OKRemoteFull timeIndependently performs complex professional coding across multiple specialties and settings, including office/clinic, hospital outpatient, ED/urgent care, ASC, SNF/nursing home, and telehealth. Resolve coding-related edits and denials by identifying root cause, coordinating documentation clarification, and supporting rebilling actions as applicable.
Professional Coding Specialist II OU Medicine, Inc.Professional Coding Specialist IIVirtual, OKFull timeWe are looking for a detail-oriented Professional Medical Coder to help streamline our charge review coding workflow for Adult and Pediatric Evaluation and Management services and Minor Procedures, resolve denials and work with leadership to put processes in place to reduce denials. Independently performs complex professional coding across multiple specialties and settings, including office/clinic, hospital outpatient, ED/urgent care, ASC, SNF/nursing home, and telehealth.
NewMaterials Control Specialist 1 AxelonMaterials Control Specialist 1Tulsa, OKProficiency in MS Office 365, Microsoft Teams, Windows 10, PXE with imaging computers, Edge, Internet Explorer, Active Directory, iPhone support, and Citrix. Provide application and desktop support services, including troubleshooting for PC, network, phone, printer hardware and software, mobile devices, and handhelds.
Child Life Specialist - FT Days - Pediatrics and PICU - Panama Lehigh Valley Health NetworkChild Life Specialist - FT Days - Pediatrics and PICU - PanamaPoteau, OKFinally, Lehigh Valley Hospital - Cedar Crest, Lehigh Valley Hospital - Muhlenberg, Lehigh Valley Hospital- Hazleton, and Lehigh Valley Hospital - Pocono each received an 'A' grade on the Hospital Safety Grade from The Leapfrog Group in 2020, the highest grade in patient safety. We're a Magnet(tm) Hospital, having been honored five times with the American Nurses Credentialing Center's prestigious distinction for nursing excellence and quality patient outcomes in our Lehigh Valley region.
Child Life Specialist - FT Days - Pediatrics and PICU - Piedmont Lehigh Valley Health NetworkChild Life Specialist - FT Days - Pediatrics and PICU - PiedmontYukon, OKFinally, Lehigh Valley Hospital - Cedar Crest, Lehigh Valley Hospital - Muhlenberg, Lehigh Valley Hospital- Hazleton, and Lehigh Valley Hospital - Pocono each received an 'A' grade on the Hospital Safety Grade from The Leapfrog Group in 2020, the highest grade in patient safety. We're a Magnet(tm) Hospital, having been honored five times with the American Nurses Credentialing Center's prestigious distinction for nursing excellence and quality patient outcomes in our Lehigh Valley region.
NewCustomer Service Specialist/Full-Time/8:00am-5:00pm Oklahoma Surgical HospitalCustomer Service Specialist/Full-Time/8:00am-5:00pmTulsa, OKThis statute allows employers to lawfully refuse to hire applicants for safety-sensitive jobs or to discipline or discharge employees who work in safety-sensitive jobs if they test positive for marijuana, even if they have a valid license to use medical marijuana. Under the Oklahoma Medical Marijuana Use and Patient Protection Act (OMMA), a safety sensitive position is defined as any job that includes tasks or duties that the employer believes could affect the safety and health of the employee performing the task or others.
Customer Service Specialist (Full Time) United Surgical Partners International IncCustomer Service Specialist (Full Time)Oklahoma City, OKRepresentative must maintain a positive and highly professional working relationship with patients, physicians and staff, facilities and staff, co-workers, other departments and any other entity they may have contact with in performing their daily duties. This includes, but not limited to, customer service phone calls, resolving patient complaints, research and resolving patient questions, setting up payment plans and initial screening for charity.
Family Services Specialist III Oklahoma Human ServicesFamily Services Specialist IIINorman, OKFull timeEstablish, engage, and grow positive and effective community partnerships with interested members of the public, service providers, and vendors in a supportive and teamwork-oriented professional manner; works effectively with partners to serve shared customers while maintaining confidentiality. a master’s degree; or a bachelor’s degree and one (1) year of experience in professional social work; or an equivalent combination of education and experience, substituting one (1) year of experience in professional social work for each year of the bachelor’s degree; or three (3) years of experience as a Family Services Specialist.
Customer Service Specialist Qureos IncCustomer Service SpecialistOklahoma City, Oklahoma$22–$41 / hourOur certified technicians specialise in providing top-tier heating, ventilation, and air conditioning solutions, from central air units to advanced indoor air quality systems. This role is crucial to our operation, as you will be the first point of contact for our valued customers, ensuring they receive the exceptional service our company is known for.
Customer Service Specialist CityVetCustomer Service SpecialistOklahoma City, OklahomaGreet and welcome all clients entering the clinic by opening the door, checking patients in for their appointment, notifying the clients of any appointment delays, caring for clients during their wait, and alerting the staff of the client’s arrival. Manage appointment check-ins, book new appointments, and partner with the team on proper discharge information for: grooming, clinic, walk-ins, technician appointments, boarding, and retail appointments.
Part-Time Customer Service Specialist Tulsa Technology CenterPart-Time Customer Service SpecialistTulsa, OKProvide assistance to the Coordinator of the Information and Enrollment Center, Director and Assistant Director of Student Services, and the Director and Assistant Director of Adult Career Development with information and enrollment services and administration of information and enrollment processes, as well as services available for current Tulsa Tech students. Regular Requirements: Stand for extended periods; sit for extended periods; twist at the neck and trunk; bend at the waist; stoop, kneel, crouch; lift/move up to 20 pounds; handle objects and tools with hands; repetitive use of fingers and hands.
Client Service Specialist TelligenClient Service SpecialistOklahoma, OklahomaAs a Client Service Specialist , you will be responsible for receiving and responding to inbound customer inquiries, performing outreach to providers and members, providing program support for contract members, and providing technical and administrative support, including support of internal applications and tools. If you need assistance to navigate Telligen’s careers website or to apply for a position, please send an email to [email protected] We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Store Customer Service Specialist - Part Time (N Kelly Ave) Sherwin-Williams CoStore Customer Service Specialist - Part Time (N Kelly Ave)Edmond, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Store Customer Service Specialist - Fulltime (S Western Ave) Sherwin-Williams CoStore Customer Service Specialist - Fulltime (S Western Ave)Oklahoma City, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Customer Service Specialist Sherwin-Williams CoCustomer Service SpecialistDurant, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Bilingual Customer Service Specialist (Spanish) Sherwin-Williams CoBilingual Customer Service Specialist (Spanish)Durant, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Bilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-Williams CoBilingual Multi-Location Customer Service Specialist (Spanish)Tulsa, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
NewStore Customer Service Specialist - Fulltime (N Classen) Sherwin-Williams CoStore Customer Service Specialist - Fulltime (N Classen)Oklahoma City, OKThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Sales & Customer Service Call Center Specialist - OKLAHOMA Victoria's Secret & CoSales & Customer Service Call Center Specialist - OKLAHOMAOklahoma City, OKWe are seeking enthusiastic, sales-driven, work-from-home Sales & Customer Service Call Center Specialists with expertise in exceptional customer service and sales skills to join our high-performing team. In this virtual phone role, you will create Customers for Life by recommending and selling our products, providing information, and prioritizing a one-call resolution for customers and store associate concerns.
Office Support Specialist - Business and Industry Services Tulsa Technology CenterOffice Support Specialist - Business and Industry ServicesTulsa, OK$35,150–$38,827 / yearEssential Functions: Provide customer service communications which may include such duties as: processing enrollments, telephone answering, responding to inquiries and information requests from both internal and external customers, taking accurate and delivering timely messages, providing follow-up for information requests and greeting visitors. Produce correspondence, compiling and producing reports, presentations and other documents (both paper and electronic) including drafting of content when appropriate, assuring proofreading for accurate punctuation, grammar and spelling and use of word processing software for producing a professional appearance.
Adult Protective Services Specialist I/II Oklahoma Human ServicesAdult Protective Services Specialist I/IIAda, OKFull timeEmployees will perform entry-level work in a training status in providing adult protective services to incapacitated adults prior to completion of the Adult Protective Services New Worker Training Academy; Employees may participate in investigations with higher-level Adult Protective Services Specialists, Learn and apply self-protection techniques; Perform follow-up activities for ongoing cases and coordinate service plans for adults; Prepare legal forms for APS court hearings and attend such hearings, providing testimony if needed; Attend case staffing and other training offered outside the APS academy, Perform independent investigation of routine APS referrals. You will determine the capacity and provide voluntary or involuntary services based on needs, and you'll coordinate service plans, prepare legal forms, attend court hearings, and provide testimony as necessary.
HVAC Service Specialist Paschal Air, Plumbing & ElectricHVAC Service SpecialistMuskogee, OKFull timeWe're looking for an experienced HVAC Service Technician who takes pride in delivering exceptional service and helping homeowners keep their systems running safely and efficiently. Paschal Air, Plumbing & Electric is a multi-state home services company with 12+ locations across Arkansas, Oklahoma, Missouri, and DFW.
Entry Level Vehicle Service Specialist Valvoline IncEntry Level Vehicle Service SpecialistMuskogee, OKJoin our team as a full-time or part-time Entry-Level Vehicle Service Specialist / Lube Technician and deliver exceptional customer service while learning automotive maintenance from the ground up. You'll work with a supportive team performing maintenance services such as: Changing oil and replacing filters.
Patient Services Specialist Central Oklahoma Family Medical CenterPatient Services SpecialistAda, OKThis position should have knowledge and understanding of the proper procedures for checking patients in, checking patients out, verifying insurance, completing demographics, and scheduling patients for initial and follow-up visits. Handles personal conflict and works through it at the lowest possible level (first with party/parties involved, then if necessary, with 3rd party mediation).
NewCentralized Medical Services - Specialist, Care Management ArchWell HealthCentralized Medical Services - Specialist, Care ManagementOklahoma City, OKWorks collaboratively with Nurse Care Managers, Chronic Disease Managers, healthcare providers, and center teams to provide patient support and address non-clinical needs. Job Summary: Reporting to the Care Management Team Lead, the Care Management Specialist is responsible for assisting Nurse Care Managers and Chronic Disease Managers in coordinating and delivering high-quality care to patients.
NewLitigation Client Service Specialist (Legal Administrative Assistant) staffLitigation Client Service Specialist (Legal Administrative Assistant)Oklahoma City, OKAs a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys, including the Office Managing Partner, by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
Technical Service Specialist, Data Centers Aggreko LtdTechnical Service Specialist, Data CentersOKRemote$115,000–$165,000 / yearRobust technical training programs, in person and virtual, on diesel, gas, compressed air, electrical, controls, oil free air compressors, HVAC, microgrid & storage and more. You'll be responsible for troubleshooting, maintaining, and repairing power generators, HVAC, and industrial equipment and working closely with the Data Centers sales team.
NewFamily Services Specialist I/II Oklahoma Human ServicesFamily Services Specialist I/IITulsa, OKFull timeEducation and Experience requirements consist of two years of clerical office work in a business, public sector, or social work environment; OR an equivalent combination of education and experience, substituting thirty semester hours of college for each year of the required experience. Responsibilities include interviewing, processing electronic applications, and renewals for all AFS programs (SNAP, CHILD CARE, and MEDICAL), while interpreting and applying policy and procedures, providing clear documentation of casework, and independently performing complex tasks.
Support Services Specialist Department of the ArmySupport Services SpecialistSkiatook, OK$50,460–$71,315 / yearFOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. Time-in-grade documentation: If you are applying for a higher grade and your SF-50 has an effective date within the past year, it may not clearly demonstrate you meet the one year time-in-grade requirement so you will need to provide an SF-50 which clearly demonstrates you meet the time-in-grade requirements (examples of appropriate SF-50s include Promotions, Within-grade Grade/Range Increases, and SF-50s with an effective date more than one year old).
Surgical Technology Services Specialist Agiliti Health, IncSurgical Technology Services SpecialistOklahoma City, OKArticulates how the EVM framework drives meaningful improvements to equipment workflows within hospitals while simultaneously improving quality, reducing costs, and elevating patient experiences. The Surgical Services Specialist is responsible for driving strategic sales initiatives in an assigned territory - to include identifying, qualifying, and closing new business bookings opportunities.
Bilingual Member Service Specialist - Main Branch WeStreet Federal Credit UnionBilingual Member Service Specialist - Main BranchTulsa, OklahomaUse consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need. This role is responsible for introducing members to new products, services and consumer loans and performing paying and receiving transactions, service and maintenance on existing accounts.
Prospective Student Services Specialist AS6453 Oklahoma State UniversityProspective Student Services Specialist AS6453Stillwater, OK$19–$23.50 / hourKey responsibilities include responding to inquiries from prospective students; assisting with application-related communications and processing for the DVM program, including support for materials submitted through the Veterinary Medical College Application Service (VMCAS); supporting outreach efforts such as campus tours, prospective student events, and recruitment initiatives; and collaborating with colleagues on the development and distribution of informational materials. This position supports prospective student services, recruitment initiatives, and student support operations while playing an important role in guiding prospective students through the Doctor of Veterinary Medicine (DVM) application and pre-enrollment process.
NewMember Services Specialist - Sand Springs Branch WeStreet Federal Credit UnionMember Services Specialist - Sand Springs BranchSand Springs, OklahomaUse consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need. Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
Member Services Specialist - Midtown WeStreet Federal Credit UnionMember Services Specialist - MidtownTulsa, OklahomaUse consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need. Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
Food Service Specialist I State of OklahomaFood Service Specialist IOKAbout the Position: Here at the Oklahoma Forensic Center the Food Service department is hiring for Food Service Specialists that would be assigned responsibilities at an inpatient behavioral health facility that may include, but are not limited to, handling, preparing, cooking, and serving food for regular, modified and special diets. Upon a conditional offer of employment, Department of Mental Health and Substance Abuse Services applicants must submit to a physical examination and shall meet the physical examination requirements of occasionally lifting/carrying 50 pounds; 20 pounds frequently and able to push and pull a maximum force of 50 pounds.
Securities Services Ops Specialist II (Asset Control/Account Opening) BOK Financial CorpSecurities Services Ops Specialist II (Asset Control/Account Opening)Tulsa, OKThe Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.
Securities Services Ops Specialist I (Special Asset Processing) BOK Financial CorpSecurities Services Ops Specialist I (Special Asset Processing)Tulsa, OKThe Securities Services Operations Specialist I (Special Asset Processing team) is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository's, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.
Securities Services Ops Specialist I (Asset Control) BOK Financial CorpSecurities Services Ops Specialist I (Asset Control)Tulsa, OKThe Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository's, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.
Securities Services Ops Specialist I BOK Financial CorpSecurities Services Ops Specialist ITulsa, OKThe Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository's, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.