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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A leading financial services firm is seeking a professional to manage client relationships and ensure satisfaction for elite advisor plan clients. This role involves troubleshooting, promoting plan retention, and coordinating with internal teams. The ideal candidate will possess a bachelor's degree, strong client relationship skills, and at least 5 years of experience in the financial services industry. Excellent communication, analytical abilities, and proficiency in Microsoft Office are required. This position is located in Raleigh, North Carolina. #J-18808-Ljbffr