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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm in Charlotte, NC is seeking a dedicated Client Relationship Manager to oversee plan accounts and provide consultative support to financial advisors. This role requires at least 7 years in the retirement services field and excellent analytical, problem-solving, and communication skills. The ideal candidate will help enhance the client experience, ensuring effective management of relationships and compliance with regulatory standards. The position demands proficiency in Microsoft Office and project management abilities. #J-18808-Ljbffr