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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A financial services firm seeks an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. This role involves consultative advice, problem resolution, and promoting plan retention through strong client focus. The ideal candidate will have at least 7 years in the retirement services industry, excellent analytical and communication skills, and proficiency in Microsoft Office. It requires a detail-oriented individual who can work independently while contributing to a cohesive team environment. #J-18808-Ljbffr