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Strategic Relationship Manager, Non-Qualified Plans

Ascensus, Raleigh, NC, United States


A financial services firm in Raleigh, NC seeks a Trust and Fiduciary Services Specialist. This role serves as the primary contact for high-profile institutional accounts and requires a bachelor's degree and a minimum of five years of relevant experience. Candidates must possess strong MS Office skills, be client service-oriented, and demonstrate detail-oriented work habits. The position involves onboarding new accounts, facilitating participant communications, and ensuring compliance with procedures. #J-18808-Ljbffr