
Strategic Relationship Manager – Institutional Retirement Plans
Ascensus, Florida, NY, United States
A financial services firm is seeking a seasoned professional to provide specialized trust and fiduciary services to high-profile institutional accounts. The ideal candidate will possess a Bachelor’s degree, have at least five years of relevant experience, and demonstrate strong competence in MS Office. Responsibilities include managing client relationships, coordinating account openings, and ensuring compliance with policies. A proactive, detail-oriented individual with exemplary problem-solving skills is preferred for this role. Travel may be required up to 5%.
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