
Retirement Plan Client Relationship Manager
Ascensus, Tampa, FL, United States
A financial services company in Florida seeks a dedicated professional to provide pro-active client support in Retirement Services. The ideal candidate will have a Bachelor's degree in a business-related field and 3-5 years of experience primarily in 401(k) and IRA environments. Responsibilities include managing client inquiries, interpreting plan documents, and supporting payroll functions. Strong communication skills and MS Office proficiency, especially in Excel, are vital. This role requires effective time management and the ability to thrive in a fast-paced setting.
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