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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charleston, SC, United States


A financial services company based in South Carolina is seeking a Client Relationship Manager to oversee elite advisor plan clients and their financial advisors. The role involves fostering strong relationships, ensuring quality service experiences, and promoting plan retention through consultative support. The ideal candidate will have over 7 years in the retirement services industry, excellent analytical and problem-solving skills, and proficiency in Microsoft Office. This position offers the opportunity to work independently while maintaining team cohesion. #J-18808-Ljbffr