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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Raleigh, NC, United States


A financial solutions provider is seeking a professional to serve as the primary point of contact for fiduciary services to high-profile institutional accounts. The ideal applicant will have a Bachelor's degree and a minimum of five years of relevant experience. Responsibilities include nurturing client relationships, leading onboarding processes, and directing Trust Administrators on various tasks. Strong proficiency in Microsoft Office is required, and a client-oriented attitude is essential for success in this role. #J-18808-Ljbffr