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Remote Relationship Manager – Institutional Trust Services

Ascensus, Raleigh, NC, United States


A financial services firm is seeking a candidate to provide specialized trust and fiduciary services to institutional accounts. This role involves delivering high-quality service, onboarding new accounts, and overseeing trades and fund transfers. The ideal candidate will possess a bachelor's degree, a minimum of five years of relevant experience, and strong skills in MS Office. This position promotes client relationships and requires being proactive, detail-oriented, and resourceful. Additional preferred qualifications include trust system experience and retirement industry certifications. #J-18808-Ljbffr