
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm based in Charlotte, NC is seeking an experienced professional for client relationship management with big and elite advisor plan clients. The ideal candidate has a Bachelor’s degree, over 7 years in the retirement services industry, and strong analytical and problem-solving skills. Responsibilities include coordinating internal strategies, managing service experiences, and developing relationships with C-level decision-makers to ensure plan retention. Excellent communication skills and the ability to work independently are essential for success in this role.
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