It business jobs in Buffalo, New York - Page 7Create job alerts

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Summary The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. The ideal candidate is detail-oriented, proactive, and highly client-focused, with experience in wealth management or financial services. Key Responsibilities Client Relationship Support • Serve as day-to-day contact for client service requests, • Facilitate account openings, transfers (ACATs), and asset movements, • Coordinate meeting preparation and follow-up, • Maintain accurate client records in CRM, • Prepare and process new account paperwork, • Monitor account documentation for compliance completeness, • Coordinate with custodians (e.g., Schwab, Fidelity, Pershing), • Track money movements and ensure timely execution, • Prepare performance reports and portfolio summaries, • Assist with proposal generation and financial planning coordination, • Support trading operations as needed, • Ensure adherence to SEC/State RIA regulations, • Maintain documentation standards, • Support audit and compliance reviews, • Identify workflow efficiencies, • Maintain standardized service procedures, • Participate in system upgrades and CRM optimization Qualifications Required • 3–7 years experience in RIA, wealth management, or brokerage firm, • Strong knowledge of custodial platforms and account paperwork, • Familiarity with CRM systems (Redtail, Salesforce, Wealthbox), • Excellent organizational and communication skills, • Series 65 or willingness to obtain, • Bachelor’s degree in Finance, Business, or related field, • Experience supporting high-net-worth or retirement-income clients, • Client-first mindset, • Operational precision, • Confidentiality & discretion, • Strong follow-through, • Team collaboration

Regulatory reporting business analyst with Axiom experience/knowledge, FDIC, FRY9C, FRY15, FR2025A reporting. Regulatory Reporting Business Analyst.

Collaborate with IT, architecture, integration, and business teams. Job Title: Salesforce Project Manager. IT Project Management experience.

We offer a dynamic hybrid work environment, competitive compensation ranging from $60,000 to $90,000 annually, a comprehensive benefits package including health, dental, and 401K matching, as well as a supportive team atmosphere enriched with engaging activities and resources. Collaborate with Odoo

This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge cases to see where t

We're looking for Business Implementation Analysts to work one-on-one with clients across the Americas and simplify their business processes with Odoo. This is an for someone excited to work at the intersection of software and business. Collaborate with Odoo'

This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-

All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against

This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-

All qualified individuals will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, age, sexual orientation, marital status, veteran status, or any other legally protected status. The Project Manager will be responsible for planning, exec

This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-

Employees benefit from a collaborative environment with opportunities to develop their careers as the business continues to grow. The company works closely with clients to deliver custom engineered solutions and has built a strong reputation for quality manufacturing and dependable project delivery.

The BSA will be a close partner with the Product Owner, will share responsibility with the team to refine user stories, and will understand the technical processes, data mapping, interfacing applications, data flows, acceptance criteria, and designs that will inform and guide the work for engineers.

This role offers full ownership of projects from drawings and submittals through fabrication and delivery, with the opportunity to grow into a Senior PM or General Manager position. Compile, review, and submit customer submittal packages; manage RFIs. Liaise between shop floor, engineering, quality,

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

It offers the opportunity to contribute to complex, high-profile electrical projects while playing a meaningful role in the continued development of a respected contractor with deep regional roots. Work in close coordination with the main office, with regular onsite presence for project reviews, tea

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. DataAnnotation is committed to creating high-quality AI. Proje

Comfort working on-site with customers; high tolerance for ambiguity and iteration. Your mission is to make their engineering work dramatically more efficient, help them stand out from competitors, and support safe, high-quality execution as they build critical electrical infrastructure. Our softwar

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. DataAnnotation is committed to creating high-quality AI. Proje

Any of the following BA certifications is a plus: • IIBA Entry Certificate in Business Analysis (ECBA) • IIBA Certification of Competency in Business Analysis (CCBA) • IIBA Certified Business Analysis Professional (CBAP) • IIBA Agile Analysis Certification (AAC) • IQBBA Certified Foundatio

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

Duties and Responsibilities Coordinate internal resources and third-party vendors for successful project execution Ensure projects are delivered on time, within scope, and within budget Develop and maintain detailed project plans to track progress Create and manage comprehensive project documentatio

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

Competitive pay - As a Data Verification Analyst at Foundation AI, you will: Process, segregate, review, and validate data provided in various formats according to changing process requirements; Prepare, compile, and organize documents for data capture, ensuring accuracy and completeness; Log and ve

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. DataAnnotation is committed to creating high-quality AI. Proje

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. DataAnnotation is committed to creating high-quality AI. Push

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

Project Management Support Assist in project scope development and requirements definition Support budget tracking and cost management activities Maintain and organize project documentation and records Prepare progress reports and status updates as requested Facilitate vendor/contractor coordination

What You’ll Do: Manage HVAC projects, budgets, schedules, and crews Handle RFIs, submittals, contracts, and change orders Coordinate equipment procurement and site logistics Lead meetings with clients, engineers, and field teams Monitor productivity, quality, and safety compliance What We’re Loo

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

With the proper training and career road map, you can write your own ticket!. If you're seeking to make an impact from the start of your career, spark impressive change, learn new or innovative skills, and most importantly, gain success in a field that rewards ambitious hard workers, a Smart Home In

This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-

Monitor lien waivers and conditional/unconditional releases to ensure compliance with contractual requirements. Strong organizational, communication, and analytical abilities, with a collaborative mindset for working closely with project managers and executive teams. Maintain detailed job cost ledge

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Projects are paid hourly starting at USD $50-$60 per hour, wit

Salary + Benefits US Citizen Only. Position Type: Full Time (NO C2C). Manage and oversee the execution of complex project plans on assigned applications, inclusive of all accountabilities and tasks to ensure adherence to time and budgetary constraints, and identifying and working through issues to m

This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. Push the models with complex, real-world scenarios and edge ca

We are proud to be an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran status, or any other legally protected characteristic. If th