
Relationship Manager — Institutional Retirement Plans
Ascensus, Florida, New York, United States
A financial services company in New York is seeking an experienced professional to provide trust and fiduciary services to high-profile institutional accounts. The role requires a Bachelor's degree and at least five years of relevant experience. You will manage client relationships, lead onboarding efforts, and ensure compliance with policies. Exceptional skills in MS Office are required. This position allows for minimal travel up to 5%. Competitive benefits and a commitment to diversity in the workplace are emphasized.
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