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Proactive Retirement Plan Relationship Manager

Ascensus, Tampa, FL, United States


A financial services company located in Tampa, Florida, is seeking an experienced professional to provide proactive service to retirement plan clients. The role involves supporting clients through various channels, interpreting plan documents, and assisting with compliance and payroll tasks. Candidates should have a Bachelor’s degree and 3-5 years of relevant experience in Retirement Services, along with strong MS Office skills and an emphasis on Excel. This position requires excellent communication and time management abilities, thriving in a fast-paced environment. #J-18808-Ljbffr