
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A leading retirement services company in North Carolina seeks a professional for relationship management with elite advisor plan clients and financial advisors. The role requires a proactive approach to client satisfaction, skills in analytics, and the ability to foster strong relationships. Responsibilities include consultative support for clients and resolving issues while promoting plan retention. Ideal candidates should have a Bachelor's degree, extensive experience in retirement services, and proficiency in Microsoft Office.
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