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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services company based in Charlotte is seeking an experienced professional to manage relationships with elite advisor plan clients. The role involves providing consultative support, ensuring client retention, and enhancing the overall service experience. Ideal candidates will have a bachelor's degree and extensive experience in the retirement services industry, with proven skills in client relationship management and analytical problem solving. This position requires excellent communication and project management skills within a cohesive team environment. #J-18808-Ljbffr