
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A financial services firm in North Carolina seeks an experienced professional to manage relationships with big advisor plan clients. This role involves consultative support, retention strategies, and proactive client service. Candidates should have a Bachelor's degree and extensive experience in the retirement services sector, along with strong analytical and communication skills. The position requires proficiency in Microsoft Office and the ability to work independently while contributing to a cohesive team environment.
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