
Strategic Relationship Manager – Institutional Retirement Plans
Ascensus, Florida, NY, United States
A financial services provider is seeking a dedicated fiduciary services specialist for high-profile institutional accounts in New York. The role involves nurturing client relationships, onboarding new accounts, and coordinating account administration. Candidates should have a minimum of five years of professional experience and a Bachelor's degree. Strong skills in MS Office and a proactive, client-oriented approach are essential. The position offers up to 5% travel and requires effective virtual work conditions.
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