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Senior Retirement Plan Relationship Manager

Ascensus, Charlotte, NC, United States


A financial services company is seeking a skilled professional to manage relationships with big and elite advisor plan clients in Charlotte, NC. The ideal candidate will have extensive experience in the retirement services industry, excellent problem-solving abilities, and strong client management skills. Responsibilities include promoting plan retention, providing consultative support, and coordinating with internal departments. This role demands independence, analytical thinking, and effective communication, ensuring a high-quality service experience for clients. #J-18808-Ljbffr