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Remote Relationship Manager - Institutional Retirement

Ascensus, Florida, NY, United States


A financial services firm in New York seeks a candidate to provide specialized trust and fiduciary services to institutional accounts. The role requires excellent client service, relationship management skills, and experience in financial consulting. Candidates should possess a relevant Bachelor’s degree and at least five years of professional experience, as well as strong MS Office capabilities. Preferred qualifications include knowledge of trust systems and relevant industry certifications. The position includes minimal travel and promotes a client-focused work environment. #J-18808-Ljbffr