
Strategic Client Relationships Lead – Retirement Plans
Ascensus, Raleigh, NC, United States
A financial services firm in North Carolina seeks an experienced relationship manager for elite advisor plan clients. This role involves client relationship management, consultative support, and strategic retention efforts. The ideal candidate will have over 7 years of experience in the retirement services industry and strong analytical and problem-solving skills. Proficiency in Microsoft Office and excellent communication abilities are essential. Join a dedicated team focused on delivering exceptional service and building robust client relationships.
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