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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm in Charlotte, NC is seeking a seasoned professional to manage relationships with elite advisor plan clients. The successful candidate will leverage their expertise in the retirement services industry to ensure client satisfaction and retention. Responsibilities include client advocacy, problem resolution, and developing strategies for client engagement. Ideal candidates should have at least 7 years of relevant experience and excellent communication and analytical skills. This is a full-time position. #J-18808-Ljbffr