Logo
job logo

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. #J-18808-Ljbffr