- 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
- KeyBank (Cortlandt Manor, 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)
- …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
- 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...your insurance licenses. **Skills** **:** + Advisory + Account Management + Client Experience Branding + Customer… 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 (Monroe, 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 (Mahopac, 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
- 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
- CBRE (Wappingers Falls, NY)
- Project Manager-Commercial Construction Job ID 232095 Posted 09-Oct-2025 Service line PJM Segment Role type Full-time Areas of Interest Construction, Data Centers, ... Project Management Location(s) Albany - New York - United States...for providing consulting services to an assigned market or client account to help achieve the company's strategic business… 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
- 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
- Astor Services (Poughkeepsie, NY)
- …and other service providers to identify strengths and develop behavior management plans to help stabilize the youth/young adults in their home, school, and ... and emotional regulation to promote independence and reduce the risk of needing a higher level of care. Additionally,...community settings. Responsibilities: . Assists client and family members with identifying triggers and supports… more
- Nuvance Health (Danbury, CT)
- …between the Workforce Development Team and external partners, including nonprofits/ service providers, academic affiliates and other support, workforce and career ... help define and execute onsite program logistics. Ensure that service providers are adhering to line requirements and MOU's....maximize outcomes * Report on project risks to appropriate management and escalate issues according to project work plan… more
- KidsPeace Childrens Hospital (Cortlandt Manor, NY)
- …around the planning and implementation of the direct treatment and overall management of clients on the caseload. Qualifications: + Bachelor's or Master's Degree ... Job Duties: + Participate in the pre-admission screening of client referrals, if applicable. + Participate in the placement...in the development and ongoing maintenance of the Individualized Service Plan in a form and manner that meets… more