
Strategic Relationship Manager – Institutional Retirement Plans
Ascensus, Raleigh, NC, United States
A financial services firm is seeking a Client Service professional to provide specialized trust and fiduciary services to institutional accounts, including those sponsored by Fortune 500 companies. The role requires a Bachelor's degree and a minimum of five years of relevant experience. Responsibilities include nurturing client relationships, overseeing the onboarding process, and collaborating with various teams. Applicants should have strong MS Office skills and demonstrate client service orientation and problem-solving abilities. Travel may be required up to 5%.
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