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Retirement Plan Client Relationship Manager

Ascensus, Tampa, FL, United States


A financial services firm in Tampa, Florida, seeks a professional to provide proactive client support in managing retirement plans. The role requires a bachelor's degree and 3-5 years of experience in Retirement Services, emphasizing 401(k), 403b, and IRA environments. Candidates should possess strong communication and MS Office skills, particularly in Excel. This position involves interpreting plan documents, resolving client inquiries, and fostering positive relationships with clients and advisors. #J-18808-Ljbffr