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Relationship Manager - Non-Qualified Plans (Remote)

Ascensus, Florida, NY, United States


A financial services company is looking for a skilled professional to serve as the primary contact providing specialized fiduciary services to high-profile institutional accounts. The ideal candidate will possess a Bachelor's degree and have at least five years of relevant experience. Strong MS Office skills are required to maintain relationships and coordinate client needs. This role involves presenting account reviews and identifying business development opportunities while ensuring compliance with procedures. #J-18808-Ljbffr