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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services company seeks an experienced professional to manage relationships with big and elite advisor plan clients in Charlotte, NC. The role focuses on ensuring client satisfaction, retention, and addressing escalated service issues. Candidates should hold a Bachelor's degree, have at least 7 years in the retirement services sector, and demonstrate strong analytical and communication skills. This position offers opportunities for cross-selling and involves close collaboration with internal teams. #J-18808-Ljbffr