
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services firm located in Charlotte, NC is seeking a dedicated relationship manager to support elite advisor plan clients. The ideal candidate will have extensive experience in the retirement services industry, demonstrating strong client management and problem-solving skills. Responsibilities include building relationships with clients and financial advisors, ensuring retention, and enhancing service experiences. Candidates must possess excellent analytical and communication abilities and a business-related academic background.
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