
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm is seeking a dedicated relationship manager to handle existing advisor plan clients and their financial advisors. This role involves managing client relationships, providing consultative advice, and ensuring exceptional service and retention. Candidates should have at least 7 years in the retirement services industry and a strong background in client relations. The position requires analytical skills, proficiency in Microsoft Office, and the ability to manage multiple high-level stakeholder relationships effectively.
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