- 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 (West Harrison, NY)
- …JP Morgan Wealth Management , you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the… 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 (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
- 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
- Wells Fargo (Stamford, 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
- 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)
- …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
- Mastercard (Harrison, NY)
- …Director/Senior Managing Consultant, Services Business Development-Global Fintech & B2B Service Providers Mastercard Services provides cutting edge services in the ... complex sales processes, and the ability to form and manage successful lasting client relationships. The Role As Senior Managing Consultant, you will be instrumental… 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
- Elevance Health (Yonkers, 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
- 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
- Wells Fargo (Yorktown Heights, NY)
- …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
- 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
- CBRE (White Plains, NY)
- …through completion. **What you'll do** + Lead all facets of project management (budget, schedule, procurement, quality & risk ) for multiple commercial, ... Project Manager Job ID 243167 Posted 24-Oct-2025 Service line PJM Segment Role type Full-time Areas...Segment Role type Full-time Areas of Interest Construction, Project Management Location(s) Manhattan - New York - United States… 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