- Tompkins Community Bank (Mount Kisco, NY)
- …serves as a key advisor and team collaborator, integrating investment, banking, trust , and insurance professionals to deliver holistic client experience. The ... Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial… more
- Neuberger Berman (New York, NY)
- … company systems. + Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...contribute to a team environment in the management of client relationships. **Responsibilities:** + Direct administrative and management oversight… more
- NBT Bank (Norwich, NY)
- Pay Range: $72,094.00 - $96,088.00 Manages back office support for the Trust function. Ensures supporting resources are functioning at optimal efficiency to support ... of the Wealth Management Division and ensure a superior client experience. Reviews and recommends new methods and procedures...efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily… more
- Kyndryl (New York, NY)
- …This leader will specialize in one of the following domains: Zero Trust (including Identity & Access Management), Cloud Security, Network Security, Security ... or Strategy & GRC. The role is pivotal in shaping client engagements, building domain-specific practices, and delivering high-impact security transformation… more
- NBT Bank (Syracuse, NY)
- …net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of ... relevant paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with individuals… more
- Guidehouse (New York, NY)
- …relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: ... real value. Guidehouse is a flourishing company built on trust , teamwork, and enthusiasm that values and respects its...in Commercial Financial Services to drive unmatched value to client and firm + Lead, develop and grow both… more
- AON (New York, NY)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and ... placements from initial market selection through policy delivery to client . + Ensure that placements are handled correctly and...the world. As an organization, we are united through trust as one inclusive team, and we are passionate… more
- WTW (New York, NY)
- …life, disability, voluntary benefits, etc. You will interface with vendors and client teams, help prepare client deliverables, and ensure quality standards ... Role** + Is an active member on multiple employer client teams providing financial analyses, outputs and client...**The position allows for flexible working:** At WTW, we trust you to know your work and the people,… more
- AON (New York, NY)
- …Compensation Advisory practice. As a Partner, you will balance multiple client engagements, establish relationships with Compensation Committees and senior business ... leaders to generate revenue, and lead client teams in the delivery of high-quality ...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- ADP (New York, NY)
- …As a **_Senior Relationship Manager_** , you'll perform all activities supporting client retention in our WorkForce Software (WFS) mid-sized and enterprise accounts ... division. You will maximize retention by working with the client , ADP associates, and ADP leadership to resolve any...have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and… more