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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charleston, SC, United States


A leading financial services provider is seeking a professional to manage relationships with big and elite advisor plan clients in Charleston, South Carolina. The role requires at least 7 years of experience in retirement services, strong communication skills, and the ability to independently resolve client issues. Responsibilities include maintaining client relationships, promoting plan retention, and collaborating with internal teams to improve service delivery. The ideal candidate will have a Bachelor's degree and proficiency in Microsoft Office tools. #J-18808-Ljbffr