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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm based in Charlotte, North Carolina, is seeking a dedicated professional to manage relationships with existing clients and financial advisors. Responsibilities include promoting plan retention, providing consultative advice, and leading initiatives to enhance client satisfaction. The ideal candidate should have extensive experience in the retirement services industry and excellent analytical and communication skills. This position offers opportunities for growth and the chance to work within a cohesive team environment. #J-18808-Ljbffr