- 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
- 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
- KeyBank (Hamden, 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
- Indeed (Stamford, CT)
- …Total Visits, March 2025) **Day to Day** + Provide high quality, fan-generating service and leads for all assigned accounts. + Accountable for book of business, ... account management , operations, and KPI achievement. + Ensure customer success...Collaborate with a manager, a team lead and senior client success specialists to achieve team goals and contribute… more
- Deloitte (Stamford, CT)
- …you will help manage technical programs/projects with your structured planning, reporting, and risk management skills. + Requirements Management / Business ... program or project manager which should include structured planning, reporting, and risk management responsibilities. + 6+ years' experience in requirements… more
- World Insurance Associates, LLC. (Brewster, NY)
- …and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve ... strategic objectives are effectively cascaded to Unit Leaders and service teams + Oversees workforce planning, including management...+ Acts as an escalation point for complex or at- risk client situations and ensures proactive resolution… more
- Deloitte (Stamford, CT)
- …or structural change management , technology and process transformations, or risk management services. The industry knowledge and experience which candidates ... clearly and persuasively across a variety of strategic, operational, technological, and risk management matters. Required Qualifications : + Bachelors Degree or… 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
- Synchrony (Stamford, CT)
- …clients. The CCO will play a critical role in leading the credit strategy, risk management , and decisioning framework for Synchrony's home and automotive lending ... Bachelor's Degree and 12+ years of experience in consumer risk management , credit management , or...to various levels within the organization and with the client + Effective leadership and talent management … more
- Wells Fargo (Cheshire, 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
- HUB International (Fairfield, CT)
- …for generating new business, deepening client relationships, and delivering specialized risk management solutions tailored to the unique needs of healthcare ... growth. + Achieve annual new business and retention goals. ** Client Relationship Management ** + Serve as a...risk assessments and coverage reviews. + Partner with service teams to deliver an exceptional client … 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
- Deloitte (Stamford, CT)
- …clearly and persuasively across a variety of strategic, operational, technological, and risk management matters. Required Qualifications : + Bachelors Degree or ... Our Enterprise Operations & Risk offering enables clients to achieve profitable growth...Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management , or related technology service provider +… more
- Wells Fargo (Fairfield, CT)
- …to work holidays and weekends + Adherence to Wells Fargo sales practices risk management culture + US only: Obtaining and/or maintaining appropriate Financial ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Wells Fargo (Westport, CT)
- …the sales development process + Knowledge and understanding of retail compliance controls, risk management , and loss prevention + Ability to follow policies, ... schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series… 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
- KeyBank (Fairfield, CT)
- …existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to ... core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role… 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)
- …(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