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Elite Client Relationship Manager - Retirement Plans

Ascensus, Raleigh, NC, United States


A leading financial services firm in North Carolina is seeking an experienced professional to manage relationships with elite advisor plan clients. Responsibilities include providing consultative support, ensuring service excellence, and promoting plan retention. Ideal candidates will have a degree in business, at least 7 years in retirement services, and excellent communication skills. The role emphasizes independence and team cohesion while requiring strong analytical abilities and project management skills. #J-18808-Ljbffr