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Retirement Plan Client Relationship Manager

Ascensus, Tampa, FL, United States


A retirement services firm in Tampa, Florida is seeking a professional to provide proactive client support and documentation for retirement plans. Responsibilities include resolving client inquiries, interpreting plan documents, and assisting with compliance testing. The ideal candidate will hold a Bachelor's degree and possess 3-5 years of experience in the field, along with strong Excel skills. This role offers a dynamic work environment and a chance to build collaborative relationships. #J-18808-Ljbffr