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Retirement Plan Client Relationship Manager

Ascensus, Tampa, FL, United States


A financial services firm in Tampa is seeking a professional to provide proactive service and support to retirement plan clients. The ideal candidate will have a Bachelor's degree and 3-5 years of experience in Retirement Services, especially in 401(k) and 403b environments. Key responsibilities include client communication, document interpretation, and support for plan compliance testing. The role demands strong communication skills and proficiency in MS Office, specifically Excel. #J-18808-Ljbffr