Fiduciary Services: Institutional Relationship Manager

Ascensus; Pennsylvania; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Newport, an Ascensus company, seeks a seasoned professional to provide specialized trust and fiduciary services to high-profile institutional accounts, including Fortune 500 plan sponsors. You will nurture client relationships, oversee onboarding, review agreements, and coordinate complex administrative tasks.

The role requires leadership in coordinating with Trust Administrators, Legal and Operations to deliver timely deliverables, conduct account reviews, and manage cross-functional

Qualifications

• Bachelor’s degree required.
• Minimum of five years of relevant professional experience.
• Strong MS Office skills to include Outlook, Excel, Word and PowerPoint.

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

Skills

Client service

Communication

Team collaboration

Problem solving

Education

Bachelor's degree

CEBS certificate

Tools

SEI Trust3000

Outlook

Excel

Word

PowerPoint

Job description

Newport, an Ascensus company, seeks a seasoned professional to provide specialized trust and fiduciary services to high-profile institutional accounts, including Fortune 500 plan sponsors. You will nurture client relationships, oversee onboarding, review agreements, and coordinate complex administrative tasks.

The role requires leadership in coordinating with Trust Administrators, Legal and Operations to deliver timely deliverables, conduct account reviews, and manage cross-functional