A

Relationship Manager (BOLI)

Ascensus

Lake Mary, Florida, United States Full time June 12, 2026
Apply Now

Opportunity Description

Job Functions

, Essential Duties and Responsibilities
  • Nurtures long-standing relationships with clients by delivering high quality and responsive service that exceeds expectations
  • Maintains regular and frequent communication with clients and advisors
  • Coordinates client meetings and discussions; virtual and in person
  • Assists as needed with technical client issues and projects
  • Leads efforts to onboard new clients and coordinate internally when presented with this opportunity
  • Collaborates with and openly communicates client and product updates and information with colleagues
  • Serves as the client and product resource and lead the service team in all reporting and service needs
  • Identifies cross-selling opportunities to support business development within the company
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transm...
  • Full time Advertising, Marketing, Promotions, Public Relations, and Sales Managers

    Ready to Apply?

    Submit your application for Relationship Manager (BOLI) at Ascensus

    Apply for this Position