- SMBC (White Plains, NY)
- …of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. Settlements actively manages pre- and post-settlement ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (White Plains, NY)
- …of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. Settlements actively manages pre- and post-settlement ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- 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
- 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
- Synchrony (Stamford, CT)
- …training and culture events._** **Essential Responsibilities:** + Own the partnership with the client to minimize risk exposure for both Synchrony and the ... the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture...business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the… 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
- 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
- JPMorgan Chase (West Harrison, NY)
- …+ Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent ... and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce… 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
- 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
- Deloitte (Stamford, CT)
- …support Deloitte's overall success. Whether focused on project financials, quality and risk management , methods and tools, sales excellence, talent, leadership ... (C&P) is seeking a consultant with demonstrated success in risk management to join the team. The...for maximum impact depending on audience. + Committed to client service mindset; delivers quality results and… 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
- 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
- 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
- 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
- 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
- WTW (Stamford, CT)
- …complex integrated datasets (medical, pharmacy, enrollment) to produce actionable insights and client -ready reporting. + Risk Management Expertise: Guide ... delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts… more
