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Institutional Relationship Manager, Non-Qualified Plans

Ascensus, Raleigh, NC, United States


A leading financial services provider in Raleigh, North Carolina is seeking a professional to serve as the primary contact for specialized fiduciary services to institutional accounts. This role requires a bachelor's degree and at least five years of relevant experience, along with strong skills in MS Office. The successful candidate will manage client relationships and coordinate account openings while complying with policies and procedures. The position also involves client reviews and might require occasional travel. #J-18808-Ljbffr