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Strategic Relationship Manager – Institutional Retirement Plans

Ascensus, Dresher, PA, United States


A retirement planning and consulting firm is seeking a qualified professional to provide specialized trust and fiduciary services to high-profile institutional accounts. The ideal candidate will have a Bachelor’s degree, a minimum of five years of relevant experience, and strong MS Office skills. Responsibilities include nurturing client relationships, onboarding new accounts, and coordinating with various teams. This position emphasizes proactivity and attention to detail, and offers opportunities for professional growth in a supportive environment. #J-18808-Ljbffr