
Strategic Institutional Plans Relationship Manager
Ascensus, Florida, NY, United States
A financial services company is seeking a professional to provide specialized trust and fiduciary services to institutional accounts. The role requires a minimum of five years of relevant experience and strong skills in MS Office. Responsibilities include client relationship management, onboarding new accounts, and coordination with various teams. The ideal candidate will have a bachelor's degree and client service orientation. The position may involve travel up to 5% and offers a dynamic work environment.
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