
Relationship Manager - Retirement Plans & Trust Services
Ascensus, Florida, NY, United States
A leading financial services firm is seeking a professional to serve as the primary point of contact for specialized trust and fiduciary services, particularly for institutional accounts like those sponsored by Fortune 500 companies. The ideal candidate will have at least five years of relevant experience, a Bachelor's degree, and strong skills in MS Office. Responsibilities include managing client relationships and directing Trust Administrators. This position may require some travel (up to 5%) and offers a collaborative work environment.
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