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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm in Charlotte, North Carolina, is seeking a professional to manage relationships with elite advisor plan clients and their financial advisors. The ideal candidate will have at least 7 years of experience in the retirement services industry, excellent analytical and communication skills, and a degree in business or a related field. This role requires a strong ability to work independently and lead client-focused strategies to enhance service quality and retention. #J-18808-Ljbffr