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Senior Client Relationship Manager - Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services company is seeking a professional to manage relationships with elite advisor plan clients and their financial advisors in Charlotte, NC. Responsibilities include consultative advice, problem resolution, and cross-selling opportunities. Candidates should have at least 7 years in retirement services and strong communication skills. This role emphasizes client satisfaction and proactive service to maintain and enhance client relationships while promoting product solutions. #J-18808-Ljbffr