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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm is looking for a relationship manager to work closely with clients and their financial advisors. The role focuses on maintaining and enhancing client relationships, providing consultative advice, and ensuring a successful service experience. Candidates should have at least 7 years of experience in the retirement services industry and excellent analytical and problem-solving skills. The position is based in Charlotte, North Carolina, and may require travel. #J-18808-Ljbffr