
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services organization is seeking an experienced professional in Charlotte, North Carolina, to manage relationships with elite advisor plan clients and their financial advisors. Responsibilities include maintaining client satisfaction, promoting plan retention, and providing consultative support to enhance the clients' experience. The ideal candidate will have over 7 years of experience in the retirement services industry, excellent communication skills, and the ability to develop strong relationships with C-level decision makers. This is a full-time on-site role.
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