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    Relationship Manager - Miami, United States - Ascensus

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    Full time
    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 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 within the
  • Supervision

  • N/A
  • Section 3: Experience, Skills, Knowledge 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 (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE

  • Trust system experience (e.g., SEI's Trust3000)
  • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
  • COMPETENCIES

  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented
  • TRAVEL

  • Up to 5%
  • We are proud to be an Equal Opportunity Employer



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