
Senior Institutional Relationship Manager - Fiduciary Services
Ascensus, Florida, NY, United States
A financial services organization is seeking a professional to provide specialized trust and fiduciary services for high-profile institutional accounts. The ideal candidate will have a bachelor’s degree and a minimum of five years of relevant experience, strong MS Office skills, and the ability to maintain relationships with clients. Responsibilities include onboarding new accounts, reviewing agreements, and ensuring timely deliverables. Preference given to candidates with trust system experience or relevant certifications.
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