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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm based in Charlotte, North Carolina is seeking an experienced professional to manage relationships with big and elite advisor plan clients. This role involves providing support and consultative advice, ensuring service excellence and plan retention. Candidates should have at least 7 years of experience in the retirement services industry, strong analytical skills, and excellent communication abilities. Proficiency in Microsoft Office is required, along with project management skills and the ability to work independently. #J-18808-Ljbffr