
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services company based in Charlotte seeks a professional to manage relationships with clients and financial advisors. Candidates should have a Bachelor’s degree and extensive knowledge of the retirement services industry. Responsibilities include promoting plan retention, providing consultative support, and resolving client issues. The ideal candidate will be detail-oriented, possess strong analytical and communication skills, and have a minimum of 7 years of relevant experience. A hybrid work model may be considered.
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