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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Charlotte, NC, United States


A financial services firm in Charlotte, NC, seeks a candidate for relationship management of big and elite advisor plan clients. Candidates should have a minimum of 7 years in the retirement services industry and strong communication skills, with a focus on client satisfaction and retention. The role involves independent work as well as teamwork to enhance the overall client experience. Proficiency in Microsoft Office is crucial, and certification in industry-related programs is preferred. #J-18808-Ljbffr