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Senior Client Relationship Manager for Elite Advisor Plans

Ascensus, Raleigh, NC, United States


A financial services firm in Raleigh, NC is seeking an experienced professional to manage relationships with big and elite advisor plan clients. This role involves ensuring client satisfaction, promoting retention, and providing consultative advice. Candidates should have a Bachelor's degree and substantial experience in client management within the retirement services industry. Strong analytical and communication skills are essential, as is proficiency in Microsoft Office. Competitive compensation with opportunities for growth within the firm. #J-18808-Ljbffr