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Senior Retirement Plan Relationship Manager

Ascensus, Charlotte, NC, United States


A leading financial services firm in Charlotte seeks a skilled client relationship manager who will serve elite advisor plan clients. The role involves ensuring service excellence, developing relationships, and promoting retention strategies. Candidates should have a Bachelor’s degree and significant experience in retirement services, strong analytical and communication skills, and proficiency in Microsoft Office. This position offers opportunities for independent work while contributing to a cohesive team environment. #J-18808-Ljbffr