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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Florida, NY, United States


A financial services firm is seeking a professional who will serve as the primary point of contact to provide specialized trust and fiduciary services to high-profile institutional accounts. The ideal candidate should possess a Bachelor's degree and a minimum of five years of relevant experience. Responsibilities include nurturing client relationships, onboarding new accounts, and directing Trust Administrators in processing trades and transfers. Strong MS Office skills are essential, as is a client service-oriented approach. #J-18808-Ljbffr