--00000000000088921d061a9c090a Content-Type: multipart/related; boundary="00000000000088921d061a9c0909" --00000000000088921d061a9c0909 Content-Type: multipart/alternative; boundary="00000000000088921c061a9c0908" --00000000000088921c061a9c0908 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Please take a look at the clients in your areas that need attention. Please let myself or Alejandro know if you have any questions. Thank you for continuing to get this list to a minimum! Best, ---------- Forwarded message --------- From: Date: Mon, Jun 10, 2024 at 1:53=E2=80=AFPM Subject: 06/10/24 - Action Required - $18k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Triff Cook , Yukari Roberts = , Beth Ann Rosario , Claudia Hernandez , Jennifer Piper , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Lito Delapena , Marc Atkinson , , , , , , , , , , , , , Hello Everyone, I hope you all had a great weekend. Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $18K open balance for these client=E2=80=99s missing documentation listed by division. Please= review and address the document attached in the link below, including any clients with start months in Mar 2024 - May 2024 who account for over 1.8K of these open balances. The deadline for June commissions is Friday July 5th , pleas= e reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies or questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. Please click here to review the updated audit tracker. - West Division has the largest open balance at just over $13k in total with $12k open for clients with start dates in Mar 2024 - May 2024 and h= as the largest # of clients that have started services in need of attention= at 15. - Canada Division currently has the second largest open balance at just over $3.5k i