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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A financial services firm in Raleigh, North Carolina, is seeking an experienced client relationship manager to oversee relationships with major retirement plan clients. The ideal candidate will have at least 7 years in the retirement services industry, along with excellent analytical and communication skills. Responsibilities include providing consultative support for financial advisors, promoting plan retention, and managing escalated client issues. This role requires strong problem-solving abilities and proficiency in Microsoft Office products. #J-18808-Ljbffr