- 4370918 (Miami, FL)
- …and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate ... Making, Financial Analysis, Identifying Sales Opportunities Competencies Business Acumen, Client Relationship Management , Customer Experience Management .,… more
- World Insurance Associates, LLC. (Miami, FL)
- …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 (Miami, FL)
- …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
- Deloitte (Miami, FL)
- …environments and implement programs, measures, and tools to address needs related to financial risk management and reporting with a focus on risk , data ... Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders...and business development activities specifically in areas of financial risk management and reporting. The Team Our… more
- Santander US (Miami, FL)
- …at all levels are expected to take a proactive and responsible approach toward risk management . **EEO Statement:** At Santander, we value and respect differences ... Client Lifecycle Management - Transaction Driven...In this position, your goal is to deliver superior service by efficiently and accurately assessing applicable requirements for… more
- TD Bank (Fort Lauderdale, FL)
- …more specific details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** FCRM Investigations is responsible for ... 314a/314b, and internal referrals. The Senior AML Financial Crime Risk Investigator conducts holistic reviews of client ...and assesses potential impacts + Maintains a culture of risk management and control, supported by effective… more
- Bank of America (Miami, FL)
- Wealth Management Client Associate Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- JPMorgan Chase (Weston, FL)
- …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
- Santander US (Miami, FL)
- Client Service Associate, Investments, Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is a sales...expected to take a proactive and responsible approach toward risk management . **EEO Statement:** At Santander, we… more
- WTW (Miami, FL)
- … Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client 's accounts with ... solutions company that helps clients around the world turn risk into a path for growth. With roots dating...be results oriented + Ability to provide superior customer service to the client and the sureties… more
- WTW (Miami, FL)
- …point of contact for providing all service , escalation, and placement to meet the client 's insurance and risk management needs. The ACA has a strong ... planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW...compliance) are met + Client -level coordination & management of all service delivery (GSD) +… more
- Sedgwick (Miami, FL)
- …Client Services Director - Workforce Absence **PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be ... to renewal meetings. + Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. + Negotiates changes or… more
- WTW (Miami, FL)
- …+ Provides strategic planning and consulting advice to clients, monitoring insurance and risk management needs in collaboration with WTW resources, practice, and ... support. This role requires strong leadership, communication, and project management skills to align resources with client ...the client experience + Designs and delivers client presentations, stewardship reports, service plans, and… more
- Convey Health Solutions (Fort Lauderdale, FL)
- …emerging trends. + Provide strategic market insights to leadership based on client discussions and research, integrating learnings into service line ... Risk Adjustment experience highly preferred. + Proven experience in client -facing roles, managing relationships, and ensuring high-quality service delivery.… more
- Black & Veatch (Coral Gables, FL)
- …feedback and using insights to enhance service delivery and relationship management . + **Conduct all client interactions with professionalism** , integrity, ... to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- …and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve ... plan services, and payroll & HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously… more
- Grant Thornton (Fort Lauderdale, FL)
- …conversations in areas such as Growth, Risk , Profitability & Performance Management . Identify winning strategies by understanding the client 's needs; coach ... Grant Thornton is seeking a Client Relationship Executive (Director) to join the team...generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated… more
- Carollo Engineers (Miami, FL)
- …participating in select professional society activities. + Work with the Stormwater Client Service Leads across the company to support local growth ... Agricultural Engineering or appropriate engineering major + Extensive experience with client service and business development efforts, including project… more
- Fox Rothschild LLP (Miami, FL)
- …funds. + Prepare and distribute aging reports and collection status updates to management . + Escalate unresolved or high- risk accounts to Finance leadership with ... **Description** The Collections/ Client Relations Coordinator is responsible for managing and...recommendations. + Respond to customer inquiries and provide excellent service while maintaining firm collection practices. + Engage with… more
- Fifth Third Bank, NA (Doral, FL)
- …Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for risk by openly exchanging ideas ... of consultative and advice driven sales; manages execution of client service standards to develop and retain...are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities… more
