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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charleston, SC, United States


A leading financial services firm in Charleston, SC is seeking a seasoned professional for managing relationships with big and elite advisor plan clients. This role involves ensuring successful service experiences, promoting plan retention, and providing consultative support to financial advisors. Ideal candidates will have significant experience in the retirement services sector, excellent problem-solving and communication skills, and proficiency in Microsoft Office. This opportunity offers a chance to work in a collaborative team environment focused on client satisfaction. #J-18808-Ljbffr