
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charleston, SC, United States
A financial services firm in Charleston is seeking a client relationship manager to oversee existing elite advisor plan clients. Responsibilities include ensuring their successful service experience and promoting retention through strategic ownership and problem resolution. Ideal candidates will have at least 7 years in the retirement services industry and strong analytical and communication skills. This role requires proficiency in Microsoft Office and the ability to manage relationships independently while contributing to a cohesive team environment.
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