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The Money Store

Client Retention Strategy Lead

The Money Store, Florham Park, New Jersey, us, 07932

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A financial services firm in Florham Park, NJ, is seeking a Portfolio Retention Manager to develop strategies that ensure client retention and minimize asset runoff. The role includes analyzing customer data, managing client relationships, and collaborating with internal teams to improve service levels. Candidate must be based in New Jersey and hold or be able to acquire NMLS licenses. This position offers a full-time contract. #J-18808-Ljbffr