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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm located in Charlotte, North Carolina, is seeking a dedicated professional to manage relationships with big and elite advisor plan clients. The ideal candidate has a Bachelor's degree and at least 7 years of experience in retirement services, excellent analytical skills, and the ability to work independently. This role includes providing consultative support, resolving escalated issues, and developing strong working relationships with clients and financial professionals. Proficiency in Microsoft Office is required and travel may be necessary. #J-18808-Ljbffr