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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A leading retirement services company is seeking an experienced individual to manage relationships with elite advisor plan clients. The role requires a minimum of 7 years in the retirement services industry, along with strong analytical and problem-solving skills. Responsibilities include consultative support, cross-selling opportunities, and ensuring client satisfaction through proactive relationship management. A Bachelor’s degree and proficiency in Microsoft Office are essential, along with excellent communication skills. This position is pivotal in promoting retention and organic growth within the client base. #J-18808-Ljbffr