- 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
- JPMorgan Chase (Miami, FL)
- …transactions, ethical conduct, and other relevant guidelines. Perform risk management activities, including monitoring client service tasks, managing ... in Portuguese to understand their financial objectives and investment goals, assess risk and return, and directly deliver to clients the customized financial… more
- Bank of America (Jacksonville, FL)
- Wealth Management Field Support - Client Service Representative Jacksonville, Florida **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Wealth- Management -Field-Support Client - Service -Representative\_25044042) **Job Description:** _Merrill… more
- AssistRx (Maitland, FL)
- …audits to verify compliance with government laws/regulations, client requirements, accreditations/certifications, audit frameworks, and/or organizational ... Documents findings and organizes data for identification of potential risk areas. + Stays informed of applicable rule and...+ Assists in the day-to-day operations of the Document Management System (DMS) and Learning Management System… more
- Deloitte (Tampa, FL)
- …clearly and persuasively across a variety of strategic, operational, technological, and risk management matters. Required Qualifications + Bachelor's degree + 7+ ... Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders...operational evolutions + Direct working experience related to product management , regulatory compliance, risk management … more
- Citigroup (Jacksonville, FL)
- The Senior Group Manager for the Citigold Client Service teams is responsible for implementation and execution of the service model strategy for clients in ... to meet goals. The Senior Group Manager for Citigold Client Service leads and supports transformation initiatives...other KPIs. **Responsibilities:** + Set the strategic leadership and management of the contact center service units… more
- MUFG (Tampa, FL)
- …effective relationships and knowledge sharing with CoE's to facilitate excellent client service delivery. + Ensure effective communication and coordination ... HR PRB and HR Solutions to execute cyclical performance management and reward processes for assigned client ...on leadership, inclusion and wellbeing across the global function. Risk Management and HR Policy + Interpret… more
- Zurich NA (Tallahassee, FL)
- …leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We ... Sr Marine Risk Engineering Consultant 127199 Zurich's Marine Risk...with both customers and Business partners to develop appropriate service plans. + Resolve technical issues, problems, and projects… more
- Bank of America (St. Petersburg, FL)
- Wealth Management Client Associate Saint Petersburg, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
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