- Red River (Doral, FL)
- …knowledge of Microsoft 365 and Exchange Online administration, including mailbox management , permissions, license assignment, profile issues, and service -related ... status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency...in searching for the truth; you are willing to risk personal failure to help, or challenge the status… more
- HSBC (Miami, FL)
- …and ensures the proper handling of any subsequent claims + Required to be client - service orientated and proactively look for ways to increase revenues, improve ... Specialist/Producer will be accountable for sales revenue within assigned client segments. Develops new business and is an active...customer service , and add value to our internal Group partners… 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
- 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
- Santander US (Miami, FL)
- …regulatory compliance standards. + Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and ... and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with...expected to take a proactive and responsible approach toward risk management . **EEO Statement:** At Santander, we… 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
- Santander US (Miami, FL)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... determine appropriate of support for clients. + Deliver consistent client management (eg client feedback...expected to take a proactive and responsible approach toward risk management . **EEO Statement:** At Santander, we… 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
- Sedgwick (Miami, FL)
- …accountability, collaboration, growth, and inclusion. **PRIMARY PURPOSE** **:** To determine account management strategies related to client service plans; ... Best Workplaces in Financial Services & Insurance Managed Care Client Service Director (REMOTE) Are you looking...client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices… 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
- Wells Fargo (Fort Lauderdale, FL)
- …and prepare 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 Part-Time Client Associate in Wealth and Investment Management ...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Sedgwick (Miami, FL)
- …a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Service Representative (REMOTE) Are you looking for an opportunity to ... rapidly growing, industry-leading global company known for its excellence and customer service . + Leverage Sedgwick's broad, global network of experts to both learn… 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
- 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
