
Senior Client Relationship Manager - Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm in Charlotte is looking for an experienced client relationship manager to oversee elite advisor plan clients and their advisors. This role involves managing client relationships, ensuring product retention, and delivering high-quality service. Ideal candidates will have a Bachelor's degree, at least 7 years in the retirement services industry, and strong analytical skills to solve complex client issues. Proficiency in Microsoft Office and excellent communication skills are essential for success. Competitive compensation and growth opportunities are offered.
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