
Senior Client Relationship Lead - Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services company located in Charlotte, North Carolina, is seeking an experienced individual to manage relationships with big and elite advisor plan clients. The role includes providing consultative support, resolving escalated issues, and promoting plan retention. Candidates must have a Bachelor’s degree and at least 7 years of experience in the retirement services industry. Strong analytical and communication skills are essential for success in this fast-paced environment.
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