
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services company in Charlotte, NC is seeking a dedicated individual to manage client relationships and ensure satisfaction of elite advisor plan clients and their financial advisors. The role involves problem resolution, developing strong working relationships, and leading projects that enhance the existing value of services offered. Ideal candidates will have over 7 years in retirement services, excellent analytical, problem-solving, and communication skills. The position requires a bachelor's degree and proficiency with Microsoft Office tools.
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