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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm located in Charlotte, NC is seeking an experienced professional to manage relationships for elite advisor plan clients. The role focuses on ensuring client satisfaction through consultative support, and includes responsibilities such as issue resolution, project management, and strategy development. Candidates should have a Bachelor's degree and at least 7 years of experience in the retirement services industry, with strong communication and analytical skills being essential. This position offers an opportunity to work independently while contributing to a cohesive team environment. #J-18808-Ljbffr