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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm located in Charlotte, NC, is seeking a skilled professional to manage relationships with elite plan clients and their financial advisors. The ideal candidate will have extensive experience in the retirement services industry, excellent analytical and problem-solving skills, and be proficient in Microsoft Office. Key responsibilities include providing consultative support, enhancing client satisfaction and retention, and optimizing service delivery. This role demands strong communication abilities and the capacity to work independently while collaborating with internal teams. #J-18808-Ljbffr