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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A retirement services firm is seeking a dedicated professional for client relationship management in Charlotte, NC. This role focuses on ensuring a successful service experience for elite advisor plan clients and their advisors while promoting retention and resolving issues. Ideal candidates have substantial experience in the retirement services industry and are skilled in problem solving, communication, and project management. Proficiency in Microsoft Office is necessary. Competitive compensation with potential for project leadership is available. #J-18808-Ljbffr