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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Raleigh, NC, United States


A financial services company based in North Carolina is seeking a professional to serve as the primary point of contact providing fiduciary services to institutional accounts. Candidates should possess a Bachelor's degree and a minimum of five years of relevant experience. Strong proficiency in MS Office, particularly Outlook, Excel, Word, and PowerPoint, is essential. This position involves nurturing client relationships, onboarding accounts, and ensuring compliance with internal procedures. Excellent client service skills and problem-solving abilities are crucial for success in this role. #J-18808-Ljbffr