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Institutional Relationship Manager, Trust & Retirement Ops

Ascensus, Florida, NY, United States


A financial services firm in New York is seeking a professional to provide specialized trust and fiduciary services to institutional accounts. The ideal candidate will manage client relationships, lead new account onboarding, and ensure client deliverables are met. A Bachelor's degree and a minimum of five years of relevant experience are required. Strong MS Office skills are essential. The position may involve up to 5% travel and offers opportunities for business development. #J-18808-Ljbffr