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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services firm seeks an experienced individual responsible for managing relationships with plan clients and financial advisors. This role involves providing consultative support, ensuring client retention, and resolving escalated service issues. The ideal candidate has extensive experience in the retirement services industry, strong analytical and communication skills, and proficiency with Microsoft Office. This position requires a detail-oriented individual capable of working independently while maintaining effective team dynamics. #J-18808-Ljbffr