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Strategic Client Relationships Lead – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services organization is seeking an experienced professional for relationship management with big and elite advisor plan clients. This role involves ensuring a successful service experience and product enhancements. Applicants should have at least 7 years in retirement services and a bachelor’s degree. Strong analytical, problem-solving, and communication skills are essential, as well as proficiency in Microsoft Office. This position may require travel and offers opportunities for cross-selling and client education. #J-18808-Ljbffr