
Senior Client Relationship Manager for Elite Advisor Plans
Ascensus, Raleigh, NC, United States
A financial services firm is seeking an experienced professional to manage relationships with big and elite advisor plan clients. Key responsibilities include relationship management, product enhancements, and plan retention. The ideal candidate will have a strong background in client services within the retirement services industry, alongside analytical and communication skills. The position is located in Raleigh, North Carolina, and requires a proactive approach to client satisfaction and the ability to work both independently and collaboratively with teams.
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