- 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
- Bank of America (Stamford, CT)
- …Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + ... + Supervises financial transactions and operations to drive risk management best practices and ensure compliance...and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service … 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
- JPMorgan Chase (Yorktown Heights, NY)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service , operational marketing and administrative ... relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and… 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 (East Fishkill, NY)
- …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
- 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 (New Canaan, 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)
- …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. (Brewster, NY)
- …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
- 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)
- Healthcare Clinical Documentation Specialist - Senior Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted ... you'll do As a Senior Consultant in our Regulatory, Risk , & Forensic Healthcare Practice, you will have the...and informal education of physicians, CDI team, health information management and other clinical staff + Develop in- service… 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
- Bank of America (Katonah, NY)
- …Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation ... client requests and makes referrals to appropriate internal service providers based on client needs and...Fridays and rotating Saturdays **Skills:** * Advisory * Account Management * Client Experience Branding * Customer… more
- Bank of America (Mount Kisco, NY)
- …Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation ... client requests and makes referrals to appropriate internal service providers based on client needs and...your insurance licenses. **Skills** **:** + Advisory + Account Management + Client Experience Branding + Customer… more
- WTW (Stamford, CT)
- …complex integrated datasets (medical, pharmacy, enrollment) to produce actionable insights and client -ready reporting. + Risk Management Expertise: Guide ... delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts… more
- Deloitte (Stamford, CT)
- …transformation services, from strategy through execution. + Advise clients on treasury, risk management , and technology best practices to enhance operational ... efficiency and manage risk . + Build strong client relationships through...management , FX, debt capital markets, and interest rate risk management , with a record of successful… more
- Deloitte (Stamford, CT)
- …and consideration from engagement management . The Team Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk ... AML Project Delivery Senior Analyst- Regulatory, Risk & Forensic Operate Are you an experienced,...talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In… more