- World Insurance Associates, LLC. (Brewster, NY)
- …in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred) + Must be willing to work onsite, ... of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data management...valuable skills in creating and presenting business proposals, understanding risk management , and developing time management… more
- M&T Bank (Bridgeport, CT)
- …and the effect on Bank credits. Prepare for, and present at, quarterly portfolio risk analyst meetings with senior management . Understand and adhere to the ... cash flow analysis and ability to repay annual debt service . Mentor less experienced analysts as required. Maintain work...accordance with the Company's Risk Appetite. Identify risk -related issues needing escalation to management . Promote… more
- Exl Service (New Haven, CT)
- …projects or conduct more challenging risk evaluation surveys or risk improvement service requests that utilize your education, professional certifications ... Overview Commercial Insurance Risk Control Consultant - Independent Contractor Overview EXL...communication skills, computer proficiency, and a commitment to meeting client quality and timeliness standards. Those with these skills… more
- Guardian Life (Stamford, CT)
- … Client Management (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits division of ... will:** + Build and lead a successful team of Client Management and Field Service ...renewal positioning. + Provide regular reporting on revenue forecasts, client risk and service metrics.… more
- Wells Fargo (Danbury, CT)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management ...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- KeyBank (Orange, CT)
- …style to others' communication styles and uses various approaches appropriately and effectively + Risk Management : Implements or manages risk management ... and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private...own business unit and documents key steps of the risk management process and associated procedures +… more
- TD Bank (Stamford, CT)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... Westminster Research business is looking to hire a Commission Management Analyst in the CT/NY area. The successful candidate...are appropriately valued and allows for cash flows and risk to be accurately represented. The Analyst Sales and… more
- CBRE (Huntington, NY)
- …provide the client with outstanding quality and minimal disruption, minimizing risk and providing great outcomes. You will engage deeply with multiple client ... Construction Long Island On-Site Job ID 213759 Posted 31-Mar-2025 Service line PJM Segment Role type Full-time Areas of...**What you'll do** + Oversee all facets of project management (budget, schedule, procurement, quality & risk )… more
- Equitable (Stamford, CT)
- …**Role Highlights** + ** Client Engagement** : Build and nurture client relationships through networking events and portfolio management , ensure consistent ... Wealth Management Associate - CT, Stamford (5022) ( 23000077...**Financial Strategy Development** : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations… more
- Wells Fargo (Westport, CT)
- …grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, ... serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees...most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for… more
- Synchrony (Stamford, CT)
- …assigned **Qualifications/Requirements:** + Bachelor's Degree and 12+ years of experience in consumer risk management , credit management , or similar role + ... cross functional leadership team to drive prudent growth and client satisfaction delivering safety and soundness in all digital...10+ years' leadership experience in enterprise portfolio credit risk management for consumer accounts + 4+… more
- Synchrony (Stamford, CT)
- …closely with client to minimize both Synchrony's and the retailer's risk , while continuing to grow the portfolio + Work effectively cross-functionally to drive ... client /partner **Desired Characteristics:** + Experience developing Consumer Credit Risk or Fraud Strategies + Excellent analytical and presentation skills… more
- World Insurance Associates, LLC. (Hamden, CT)
- …Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and ... to clients + Must be willing to become each client 's trusted risk management advisor...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- Elevance Health (Commack, NY)
- …working with individuals with chronic illnesses, co-morbidities, and/or disabilities in a Service Coordinator, Case Management , or similar role; or any ... associates to primarily operate in the field, traveling to client sites or designated locations as their role requires,...accommodation is granted as required by law._ The **LTSS Service Coordinator - RN Clinician** is responsible for overall… more
- Citigroup (Huntington, NY)
- …face-to-face customer service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + ... providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control...management on ways to enhance sales processes and service delivery + Providing coaching and education to the… more
- HUB International (Fairfield, CT)
- …lines and performing contract reviews, adjustments and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims ... owned global insurance broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth… more
- Deloitte (Stamford, CT)
- …+ Serve as a trusted advisor to clients, providing SAP treasury, risk management , and technology advisory services to enhance operational efficiency, ... manage risk , and support business growth. + Manage ...management , FX, debt capital markets, and interest rate risk management . + Demonstrated ability to take… more
- Deloitte (Stamford, CT)
- …to the Microsoft ENTRA ID cloud services such as tenant setup and service configuration, focused on cloud cyber risk mitigation. Additional technologies include: ... issues, analysis, client communication, and resolution as part of cyber risk mitigation steps. + Lead teams performing health check, discovery and cleanup of… more
- Deloitte (Stamford, CT)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... work with our AML and sanctions team to support client service delivery. Through your participation in...matters that require additional attention and consideration from engagement management + Independently and collaboratively lead client … more
- Deloitte (Stamford, CT)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... work with our AML and sanctions team to support client service delivery. Through your participation in...matters that require additional attention and consideration from engagement management + Independently and collaboratively lead client … more