
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm located in Charlotte, NC, is seeking an experienced professional to manage key relationships for their advisory plan clients. Responsibilities include providing consultative advice, ensuring a positive service experience, and promoting plan retention. Applicants should have a bachelor’s degree and significant experience in retirement services, with strong analytical and communication skills. The role demands independence and teamwork, alongside proficiency with Microsoft Office tools.
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