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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial service provider in Charlotte, NC is seeking an experienced individual to manage relationships for big and elite advisor plan clients. This role involves consultative support, proactive client focus, and the development of strong partnerships with decision-makers. Ideal candidates will have at least 7 years in retirement services and must be adept in analytical and problem-solving skills. The position requires excellent communication and project management abilities, along with foundational knowledge in financial services. #J-18808-Ljbffr