Logo
job logo

Senior Client Relationships Lead — Retirement Plans

Ascensus, Raleigh, NC, United States


A financial services firm based in Raleigh, NC, seeks a dedicated relationship manager to support big and elite advisor plan clients. This role encompasses guiding financial advisors, ensuring top-tier service experiences, and promoting plan retention. The ideal candidate will have a Bachelor's degree, at least 7 years in the retirement services industry, strong analytical skills, and project management experience. Proficiency in Microsoft Office is required, along with excellent communication skills. #J-18808-Ljbffr