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Relationship Manager, Institutional Plans (Non-Qualified)

Ascensus, Raleigh, NC, United States


A financial services company in North Carolina seeks a professional to provide specialized trust and fiduciary services to high-profile institutional accounts. The ideal candidate will have at least five years of relevant experience, strong MS Office skills, and a Bachelor's degree. Responsibilities include nurturing client relationships, leading onboarding efforts, and facilitating communications related to employer stock funds. Preferred skills include experience with trust systems and retirement industry certificates. #J-18808-Ljbffr