• Private Bank Relationship Manager

    NBT Bank (Williamsville, NY)
    …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking ... analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth… more
    NBT Bank (07/11/25)
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  • Strategic & National Account Manager I/II…

    Excellus BlueCross BlueShield (Dewitt, NY)
    …accounts. This includes but is not limited to acting as a strategic advisor to support clients in the decision-making process relative to benefit design, financial ... and effective resolution to maximize satisfaction. * Partner with Account Service Consultant(s) to deliver high-quality client satisfaction. * Establishes and… more
    Excellus BlueCross BlueShield (08/27/25)
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  • Immigrant and Refugee Case Manager

    City of New York (New York, NY)
    …ONLY PERMANENT EMPLOYEES IN THE TITLE AND THOSE THAT ARE REACHABLE ON THE CIVIL SERVICE LIST FOR PUBLIC HEALTH ADVISER, EXAM NO. 5116) ARE ELIGIBLE TO APPLY. Join ... the Bureau of Tuberculosis Control as a Public Health Advisor I within the specialized Immigrant and Refugee Unit,...defined benefit pension plan with steady monthly payments in retirement . oa tax-deferred savings program and oa robust Worksite… more
    City of New York (09/24/25)
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  • Associate District Sales Manager…

    ADP (NY)
    …competitive products. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... life. + **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking… more
    ADP (08/01/25)
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  • Head of Private Wealth Platforms & Experience

    Neuberger Berman (New York, NY)
    …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...implementation of the client portal, mobile app, and emerging self- service solutions. + Determine the optimal suite of platform… more
    Neuberger Berman (08/14/25)
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  • Customer Service and Support Lead

    Thruway Fasteners, Inc. (North Tonawanda, NY)
    …branch locations across New York, Pennsylvania and Georgia. POSITION SUMMARY The Customer Service Support Lead is the day-to-day go to customer service person ... proficiently and professionally. Customers view this person as their "trusted advisor ". Maintain strong relationships with customers + Proficiently at contract… more
    Thruway Fasteners, Inc. (08/20/25)
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  • JP Morgan Wealth Management - Select Market…

    JPMorgan Chase (Mineola, NY)
    …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... an environment that meets a high standard of customer service and excellence within the community by building deep...diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative,… more
    JPMorgan Chase (09/25/25)
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  • Trust Administrator II

    Comerica (New York, NY)
    …Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... to the organization on behalf of clients and coordinate service activities with other areas of the organization. Position...routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various… more
    Comerica (08/12/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. ... Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under...a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
    Neuberger Berman (09/09/25)
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  • Senior Treasury Management Sales Officer

    NBT Bank (Plattsburgh, NY)
    …growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and colleagues on ... experience -Seven years TM sales or relevant TM experience -Certified Treasury Manager (CTP) preferred but not required. Skills And Abilities + Demonstrated… more
    NBT Bank (10/03/25)
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