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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Florida, NY, United States


A financial services provider in Town of Florida seeks a professional to serve as the primary contact for trust and fiduciary services for Fortune 500 clients. The ideal candidate will have at least five years of relevant experience and strong MS Office skills. Responsibilities include onboarding new accounts, maintaining client relationships, and ensuring compliance with procedures. This role may involve up to 5% travel and requires excellent detail orientation and problem-solving skills. #J-18808-Ljbffr