
Strategic Client Relationships Lead – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services company located in North Carolina seeks a relationship manager for existing big and elite advisor plan clients. Responsibilities include managing client relationships, ensuring product retention, and providing consultative support. Ideal candidates possess a Bachelor's degree with at least 7 years in the retirement services sector. Key skills include client management, problem-solving, and communication. Proficiency in Microsoft Office is essential. This is a full-time role located on-site in Charlotte.
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