Logo
job logo

Strategic Client Relationships Lead – Retirement Plans

Ascensus, Raleigh, NC, United States


A leading financial services company is seeking a skilled professional to manage relationships with big and elite advisor plan clients in Raleigh, NC. The ideal candidate will have a Bachelor's degree and at least 7 years of experience in the retirement services industry. Responsibilities will include promoting plan retention, developing strong client relationships, and providing consultative support. Strong analytical, problem-solving, and communication skills are essential. This role offers an opportunity to influence client satisfaction and retention through proactive engagement. #J-18808-Ljbffr