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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A financial services firm in Raleigh, North Carolina is seeking an experienced professional to manage relationships with big and elite advisor plan clients. Responsibilities include providing consultative advice, ensuring plan retention, and resolving client issues. The ideal candidate will have a Bachelor's degree and at least 7 years of experience in the retirement services industry, along with excellent analytical and communication skills. This role requires the ability to work independently and effectively within a team. #J-18808-Ljbffr