
Strategic Client Relationships Lead – Retirement Plans
Ascensus, Raleigh, NC, United States
A leading retirement services firm based in Raleigh, North Carolina, is seeking an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. The role involves providing consultative advice and ensuring a high level of client satisfaction. Ideal candidates should have at least 7 years of experience in retirement services, excellent analytical skills, and the ability to work both independently and collaboratively. Strong communication skills are essential, along with proficiency in Microsoft Office.
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