Relationship Manager, Institutional & Fiduciary Services

Ascensus; Raleigh (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Newport, an Ascensus company, is seeking a seasoned fiduciary services professional to serve high-profile institutional accounts. You will manage trust activities, onboard new clients, review agreements, and coordinate administration.

Collaboration with attorneys, analysts and operations ensures timely deliverables and regulatory compliance. The role emphasizes client service, integrity, and proactive problem solving, with travel up to 5% and a focus on independent, team-oriented work in a

Qualifications

• 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

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 organization

Skills

Client service

Personable

Team player

Proactive

Problem solver

Resourceful

Independent

Integrity

Time management

Detail oriented

Education

Bachelor's degree

Tools

Microsoft Office

Outlook

Excel

Word

PowerPoint

SEI Trust3000

Job description

Newport, an Ascensus company, is seeking a seasoned fiduciary services professional to serve high-profile institutional accounts. You will manage trust activities, onboard new clients, review agreements, and coordinate administration.

Collaboration with attorneys, analysts and operations ensures timely deliverables and regulatory compliance. The role emphasizes client service, integrity, and proactive problem solving, with travel up to 5% and a focus on independent, team-oriented work in a