
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A prominent financial services firm in Charlotte, NC, seeks an experienced client relationship manager to enhance service for big and elite advisor plan clients. Responsibilities include facilitating relationships, providing consultative support, and coordinating solutions to ensure client satisfaction and retention. The ideal candidate will have extensive experience in retirement services, exceptional analytical and communication skills, and the ability to work both independently and as part of a team. This role requires a Bachelor's degree and proficiency in Microsoft Office.
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