- 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
- Bank of America (Stamford, CT)
- …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
- Exl Service (New Haven, CT)
- …projects or conduct more challenging risk evaluation surveys or risk improvement service requests that utilize your education, professional certifications ... Overview Commercial Insurance Risk Control Consultant - Independent Contractor Overview EXL...communication skills, computer proficiency, and a commitment to meeting client quality and timeliness standards. Those with these skills… 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 (Hamden, CT)
- …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
- 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
- Wells Fargo (Cheshire, 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
- 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
- HUB International (Fairfield, CT)
- …for generating new business, deepening client relationships, and delivering specialized risk management solutions tailored to the unique needs of healthcare ... growth. + Achieve annual new business and retention goals. ** Client Relationship Management ** + Serve as a...risk assessments and coverage reviews. + Partner with service teams to deliver an exceptional client … more
- World Insurance Associates, LLC. (Hamden, CT)
- …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
- 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
- HUB International (Fairfield, CT)
- …lines and performing contract reviews, adjustments and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims ... owned global insurance broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and wealth… 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
- KeyBank (Fairfield, CT)
- …existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to ... core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role… 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
- 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
- Bank of America (Westport, CT)
- …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...Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer… more