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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A leader in retirement services is seeking a dedicated professional to manage relationships with financial advisors and elite plan clients. The ideal candidate will have at least 7 years of relevant experience, with a focus on consultative advice, problem resolution, and cross-selling opportunities. Key responsibilities include relationship management, client education, and analyzing client data. Strong analytical and communication skills are essential for success in this role. This position is located in Charlotte, North Carolina. #J-18808-Ljbffr