Relationship Manager
Ascensus
full-time
Posted on:
Location Type: Remote
Location: Remote • Louisiana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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 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 communications related to employer stock funds and distributions
- Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
- Identifies cross-selling opportunities to support business development
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
- Trust system experience (e.g., SEI’s Trust3000) preferred
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates preferred
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trust servicesfiduciary servicesaccount managementstock tradingmutual fund tradingwire transfersreconciliation processesfinancial analysisdocumentation preparationcross-selling
Soft skills
client relationship managementcommunicationorganizational skillsleadershipproblem-solvingteam collaborationservice orientationattention to detailtime managementpresentation skills
Certifications
Bachelor’s degreeCertified Employee Benefits Specialist (CEBS)