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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A financial services company located in Raleigh, NC is seeking an experienced professional to manage relationships with elite advisor plan clients. Responsibilities include providing consultative support, developing strategies for plan retention, and working closely with financial advisors to enhance client satisfaction. The ideal candidate will have extensive experience in retirement services, strong analytical skills, and proficiency in Microsoft Office. This role offers an opportunity to lead client initiatives and contribute to organizational growth. #J-18808-Ljbffr