
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A leading financial services firm in Charlotte, North Carolina, seeks an experienced professional to manage relationships with elite advisor plan clients. The role involves providing consultative advice, ensuring plan retention, and supporting financial advisors. The ideal candidate will have a bachelor's degree and at least 7 years of experience in the retirement services industry. Proficiency in Microsoft Office and excellent communication skills are essential. This position offers an opportunity for significant impact in client management and strategic planning.
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