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Senior Retirement Plan Relationship Manager

Ascensus, Charleston, SC, United States


A financial services firm in South Carolina is seeking an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. The ideal candidate will have a Bachelor's degree and at least 7 years in the retirement services industry, demonstrating proactive client focus and strong analytical skills. Responsibilities include providing consultative support, developing strategies for plan retention, and leading projects to enhance client satisfaction. This role requires excellent communication skills and proficiency in Microsoft Office. #J-18808-Ljbffr