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Senior Retirement Plan Relationship Manager

Ascensus, Raleigh, NC, United States


A financial services firm located in Raleigh is seeking a dedicated professional to manage client relationships for elite advisor plan clients. The role involves providing consultative support, promoting retention strategies, and resolving client issues. Candidates should possess strong analytical skills, over 7 years of experience in the retirement services industry, and a Bachelor's degree. Proficiency in Microsoft Office tools is essential for success in this position. #J-18808-Ljbffr