
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Charlotte, NC, United States
A financial services firm in North Carolina seeks an experienced professional to manage relationships with large client plans and financial advisors. This role involves providing consultative support and ensuring plan retention through proactive service and problem resolution. Candidates should have significant experience in retirement services and client management, coupled with strong analytical and communication skills. The firm offers a collaborative environment that values detail-oriented professionals who can work independently and as part of a team.
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