
Senior Client Relationship Lead - Retirement Plans
Ascensus, Raleigh, NC, United States
A financial services firm in Raleigh, North Carolina is seeking a dedicated professional to manage relationships with elite advisor plan clients and their financial advisors. The role involves ensuring client satisfaction, handling service issues, and promoting plan retention. Ideal candidates will possess a Bachelor's degree, at least 7 years in the retirement services industry, and strong analytical skills. This position requires excellent problem-solving abilities and the capacity to work independently while maintaining a collaborative team environment.
#J-18808-Ljbffr