Relationship Manager - Dresher - Ascensus

    Ascensus
    Ascensus Dresher

    1 day ago

    Description

    Relationship Manager

    At Ascensus, we offer comprehensive plan solutions and consulting expertise to help employers provide their associates with a secure financial future through retirement plans, insurance, and consulting services.

    • Nurtures long-standing relationships with clients by delivering high-quality service that exceeds expectations.
    • Leads efforts to onboard new accounts, gather relevant information, and coordinate account opening processes.
    • Reviews agreements and prepares internal documentation to assure proper administration.
    Key Responsibilities:
    • Directs trust administrators in processing stock and mutual fund trades, wire transfers, checks, plan sub-accounting, and various reconciliation processes.
    Hello.
    Purpose of the Job
    To provide specialized trust and fiduciary services to high-profile institutional accounts.
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