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Strategic Institutional Plans Relationship Manager

Ascensus, Florida, NY, United States


A leading financial services firm in New York seeks a professional to provide specialized trust and fiduciary services to institutional accounts, including Fortune 500 companies. Candidates should have at least five years of relevant experience, a bachelor's degree, and strong MS Office skills. This position involves managing client relationships, onboarding new accounts, and ensuring timely delivery of client services with a potential travel requirement of up to 5%. #J-18808-Ljbffr