
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A financial services firm in Raleigh, North Carolina seeks an experienced professional to manage relationships with elite advisor plan clients. The role involves ensuring a successful service experience, maintaining product enhancements, and promoting plan retention. Candidates should possess a bachelor’s degree, at least 7 years of experience in retirement services, and strong skills in client relationship management and problem resolution. This is a full-time on-site position that requires excellent communication and analytical skills.
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