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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm is seeking a professional to manage relationships with elite advisor plan clients in Charlotte, North Carolina. This role involves consultative advice, strategy execution, and problem resolution to ensure client satisfaction and retention. Candidates should have a Bachelor's degree and significant experience in the retirement services industry, along with strong communication and analytical skills. The position offers opportunities for professional development in a dynamic team environment. #J-18808-Ljbffr