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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm is seeking a dedicated professional to manage relationships with big and elite advisor plan clients in Charlotte, North Carolina. Responsibilities include client relationship management, ensuring service excellence, and collaborating with financial advisors. Candidates should have a Bachelor's degree and extensive experience in the retirement services industry, showcasing strong analytical and communication skills. This role emphasizes proactive client focus and strategic planning to enhance relationships and support product retention. #J-18808-Ljbffr