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Relationship Manager, Institutional Plans (Non-Qualified)

Ascensus, Raleigh, NC, United States


A financial services firm located in Raleigh, North Carolina, is seeking a candidate to serve as the primary point of contact specializing in trust and fiduciary services for high-profile institutional accounts. The successful applicant will have a Bachelor’s degree, a minimum of five years of relevant experience, and strong MS Office skills. Responsibilities include nurturing client relationships and coordinating onboarding processes. This role emphasizes client service orientation and requires proactive problem-solving abilities. #J-18808-Ljbffr