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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm in Charlotte, North Carolina, is seeking a professional to manage relationships with elite advisor plan clients and their financial advisors. This role requires strong analytical and problem-solving skills, along with excellent communication abilities. Candidates should have a Bachelor's degree and significant experience in retirement services. The position includes client focus, project management, and ownership of client resolutions, all aimed at enhancing client satisfaction and retention. #J-18808-Ljbffr