- 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
- 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
- KeyBank (Ossining, 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
- 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
- KeyBank (Tarrytown, NY)
- …strong foundations of business fundamentals, measurement, and business finance + Risk Management : Establishes business-specific risk management ... The Relationship Manager is at the center of this client promise acting as the primary client ... benchmarks and measures key benefits and drawbacks of risk management practices; demonstrates a strong … more
- Bank of America (Yorktown Heights, 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
- KeyBank (Tarrytown, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... to develop client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service required. Actively participate… more
- Veolia North America (West Nyack, NY)
- …other members in the Veolia team including operations, finance, legal, insurance, risk management , etc. + Maintains current business development database. ... client . Assist in coordinating visits from Veolia technical staff and upper level management to client where necessary. Arranges client visits to Veolia… more
- TD Bank (Jefferson Valley, NY)
- …of business area, and could be characterized by low to moderate complexity/ risk + Establishes and nurtures Customer relationships by consistently displaying product ... save time and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively… more
- KeyBank (Poughquag, NY)
- …develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending ... fight harder for them. **Responsibilities** + Embodies a strong client experience culture, being present with every client...+ Business Acumen + Oral & Written Communication + Risk Management + Storytelling + Change Navigation… more
- KeyBank (Wappingers Falls, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As… more
- Bank of America (Katonah, NY)
- …Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- Banfield Pet Hospital (Newburgh, NY)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... consistent care aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area Chief of Staff… more
- Charles Schwab (Mount Kisco, NY)
- …including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management , and Estate Planning ... with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically… more
- IBM (Armonk, NY)
- …challenges and strategic objectives. * Drive project planning, resource allocation, and risk management efforts to achieve successful project outcomes. * Act ... within the practice, leveraging feedback, metrics, and industry benchmarks to enhance service delivery and client satisfaction. * Participate in pre-sales… more
- WSP USA (Valhalla, NY)
- …capability commensurate with supporting a 70+ person structural engineering team. + Proven project management and risk management expertise across a range of ... of innovations and alternative technical concepts to reduce construction cost, risk , and project duration. + Mentoring/developing people leaders, project managers,… more
- Insight Global (Mount Pleasant, NY)
- …CAASM (Cyber Asset Attack Surface Management ), EASM (External Attack Surface Management ), RBVM ( Risk Based Vulnerability Management ), CNAPP (Cloud Native ... Vulnerability Analyst to sit remote for a large pharmaceutical client . This role will be joining the Security organization...report to the Associate Director of Threat and Vulnerability Management . The main responsibility of this role is to… more
- Allied Universal (Sleepy Hollow, NY)
- …and motivating your team of security officers and supervisors to deliver exceptional service . This is your opportunity to lead with purpose, make a real impact, ... scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and… more
- PNC (Bergen County, NJ)
- …activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate ... to leverage that information in creating customized customer solutions. + **Managing Risk ** - Assessing and effectively managing all of the risks associated with… more