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Relationship Manager
Location
Florida + 2 moreAll locations: Florida | New York | North Carolina
Posted
92 days ago
Salary
0
Seniority
Senior
Job Description
Relationship Manager
Ascensus
• Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts • Nurtures long standing relationships with clients by delivering high quality and responsive service • Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process • Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes • Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys
Job Requirements
- Bachelor’s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
- PREFERRED: Trust system experience (e.g., SEI’s Trust3000)
- PREFERRED: Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
Benefits
- Up to 5% travel
- Uninterrupted virtual work space requirement
- Internet work speed requirement of 25 Mbps or better for individual use
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