- 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 (Fishkill, 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
- 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
- Bank of America (Newburgh, 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
- CDM Smith (Poughkeepsie, NY)
- …* Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews ... laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures...legislation that impacts the industrial market. * Knowledge of risk management and quality assurance practices. *… more
- Access: Supports For Living (Poughkeepsie, NY)
- …+ Consistent use of the electronic health record and agency reports to systematically monitor risk management and client outcomes, and + Provision of reports ... term treatment ESSENTIAL FUNCTIONS + Inspires staff to work intensively with high- risk clients towards preventing suicide, overdose or premature death from causes… more
- Veolia North America (Danbury, CT)
- …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 (New Paltz, 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
- 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
- CDM Smith (Poughkeepsie, NY)
- …Louis Perry?:** The Perry Group, Ltd., a CDM Smith company, is a full- service , design-build, general construction and construction management firm. PGL provides ... * * Outline of Responsibilities * Provide technical guidance, training and inspection/ risk analysis to construction personnel to ensure compliance with the PGL… 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
- KeyBank (Stone Ridge, NY)
- …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 ... to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first,… more
- Nuvance Health (Danbury, CT)
- …home health plan of care. Responsibilities: 1. Assesses the needs of the client utilizing diagnostic speech and language evaluations, to determine the type of ... the development of the total care plan, and case management , in consultation with the physician. 3. Maintains records...care. 5. Records and reports to the physician, the client 's reactions to treatment, and any changes in the… more
- Nuvance Health (Danbury, CT)
- …a thorough orientation program. Responsibilities: 1. Assesses the needs of the client utilizing diagnostic speech and language evaluations, to determine the type of ... the development of the total care plan, and case management , in consultation with the physician. 3. Maintains records...care. 5. Records and reports to the physician, the client 's reactions to treatment, and any changes in the… more
- Tompkins Community Bank (Mahopac Falls, NY)
- …the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company's compliance ... Overview Engages the client by welcoming them warmly with a pleasant...opportunities with customers; actively refers customers to appropriate customer service personnel. + Respond to telephone inquiries from customers… more
- CDM Smith (Poughkeepsie, NY)
- …and engineering deliverables to meet project deadlines and budgets. * Managing quality, risk , schedule, and change management . * Serving as a mentor and ... assuring discipline and quality standards are adhered to. * Serving as the main client contact and liaison during project execution to deliver a legendary client … more