
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services firm in Charlotte, North Carolina, is seeking a dedicated professional for client relationship management. The role focuses on maintaining relationships with elite advisor plan clients, ensuring effective communication, problem resolution, and promoting plan retention. The ideal candidate should have at least 7 years of experience in the retirement services industry and possess strong analytical and problem-solving skills. Join a team committed to delivering high-quality service and driving client satisfaction.
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