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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A leading financial services firm in Raleigh, NC is seeking a Relationship Manager to serve elite advisor plan clients. This role involves managing client relationships, providing consultative advice, and cross-selling products. Ideal candidates will have at least 7 years of experience in retirement services, strong analytical and communication skills, and a Bachelor's degree. Join a dynamic team focused on enhancing client experiences and achieving retention goals. #J-18808-Ljbffr