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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Raleigh, NC, United States


A financial services firm seeks a professional to provide specialized trust and fiduciary services to high-profile institutional accounts. The ideal candidate will manage client relationships, support onboarding of new accounts, and ensure compliance with policies. Applicants should possess a Bachelor's degree and have a minimum of five years experience, with strong MS Office skills. This role also involves promoting procedural prudence and aligning with various stakeholders. #J-18808-Ljbffr