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Relationship Manager (Non-Qualified)

🏢
Ascensus
📍 United States, United States
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Location United States
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Posted June 11, 2026
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Commute Local Area
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Job Description

Job Functions

, Essential Duties and Responsibilities
  • Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
  • Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
  • Reviews agreements and prepare internal documentation to assure proper administration 
  • Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries 
  • 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 to perform services
  • Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
  • Facilitates participant communication...

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    📍 Location Details

    🌆
    City
    United States
    🗺️
    Country
    United States
    🚗
    Commute
    Local Area

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