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Client Relationship Manager – Retirement Plans

Ascensus, Florida, NY, United States


A financial services firm is seeking a Client Service Manager to manage service and communication with Non-Qualified plan clients. The role requires a bachelor's degree and 4+ years of experience in Retirement Services. Responsibilities include maintaining client documentation, providing customer support, and interpreting plan documents. The ideal candidate will be skilled in Excel and possess excellent communication and time management skills. This position requires a proactive approach in building client relationships. #J-18808-Ljbffr