
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A leading retirement services firm in Raleigh, North Carolina, is seeking a Client Relationship Manager who will work closely with financial advisors and manage relationships for elite advisor plan clients. This role involves troubleshooting client issues, promoting plan retention, and ensuring excellent customer service. The ideal candidate should have a bachelor's degree and significant experience in client relations within the financial services industry. Strong analytical skills and proficiency with Microsoft Office are required. Competitive compensation and benefits are offered.
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