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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charleston, SC, United States


A leading retirement services firm seeks an experienced professional to manage relationships for big and elite advisor plan clients. Responsibilities include providing consultative support, cross-selling opportunities, and maintaining high service standards. The ideal candidate should have a Bachelor’s in business, 7+ years in retirement services, and excellent analytical and communication skills. This role requires a proactive approach to client management and a focus on product enhancements and plan retention. #J-18808-Ljbffr