
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A financial services company is seeking a dedicated professional for relationship management with big and elite advisor plan clients. Responsibilities include consultative support, issue resolution, and promoting plan retention. The ideal candidate will have a bachelor's degree, 7+ years in the retirement services industry, and exceptional communication and problem-solving skills. Proficiency in Microsoft Office is essential, and the individual should demonstrate a strong ability to work independently and as part of a cohesive team.
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