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Senior Client Relationship Lead - Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services provider in Charlotte is seeking a dedicated professional to manage relationships with elite advisor plan clients. The role focuses on client satisfaction, retention, and proactive problem resolution. Candidates should possess a bachelor’s degree and experience in retirement services. It requires strong analytical skills, project management experience, and excellent communication skills. The professional will work closely with internal teams and clients to enhance the service experience and promote product offerings. #J-18808-Ljbffr