Supports Estate Servicing Operations frontline associates in building skills beyond initial training through coaching, training, and skill development.
Responsibilities
Provides coaching and works individually with frontline associates to build their professional proficiency beyond standard skills acquired in training
Walks the floor and joins group chats via Teams to assist associates with questions and escalations, as needed
Supports site and team leaders with operational routines and supports unit business continuity on exception basis
Works with Initiative & Platform management team on projects including technical solution development, Client Journey/Operational Excellence innovation, and operating model evolution
Focuses on up-skilling and new initiatives for associates, including coaching, training, and assessing performance
Requirements
High School Diploma / GED / Secondary School or equivalent
The role involves analyzing complex insurance data sets, developing and validating actuarial models, and collaborating with cross-functional teams to provide data-driven recommendations for risk management and pricing strategies.
Responsibilities
Analyze complex insurance data sets to identify trends, patterns, and insights that inform business decisions.
Develop, maintain, and validate actuarial models to evaluate risk and determine appropriate pricing strategies.
Collaborate with cross-functional teams, including underwriting, finance, and operations, to provide data-driven recommendations.
Prepare clear and concise reports and presentations to communicate findings and recommendations to stakeholders.
Monitor industry trends, regulatory changes, and emerging risks to ensure compliance and relevance of analyses.
Responsible for performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business.
Compensation
$68,500.00 - $102,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Completes investigations while overseeing cases meet or exceed closure and quality metrics
Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role
Support clients in transforming their compliance function through AML and fraud management expertise.
Responsibilities
Help clients transform their compliance function from reactive to proactive through an intelligent compliance operating model
Strategize, architect, analyse, design, implement and contribute to engagements involving tools and processes associated with the prevention (or management) of fraud
Solve routine problems largely through precedent and referral to general guidelines
Support clients in transforming their compliance function from reactive to proactive through an intelligent compliance operating model, focusing on AML and fraud management.
Responsibilities
Help clients transform their compliance function from reactive to proactive through an intelligent compliance operating model powered by data, intelligent technologies and talent
Strategize, architect, analyse, design, implement and contribute to engagements involving tools and processes associated with the prevention (or management) of fraud
Solve routine problems largely through precedent and referral to general guidelines
Work as an individual contributor within a team with a predetermined, narrow scope of work
$38.46 - $43.27 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Develop a book of business to meet and exceed established performance hurdles
Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
Organize and manage resources (time, people, budget) to run a productive practice
Financial Advisor in the Merrill Advisor Development Program, responsible for building a book of business with high-net worth clients, providing investment recommendations, and managing client relationships.
Locations (2)
San Jose, California, United States
Honolulu, Hawaii, United States
Compensation
$38.46 - $43.27 hourly pay
Responsibilities
Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products based on client objectives
Balance growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice
Requirements
Bachelor's Degree, preferably in business-related field
Fraud LeadSky · Dublin, Ireland