
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm in Charlotte is seeking an experienced relationship manager to handle elite advisor plan clients. Responsibilities include fostering client satisfaction, managing complex relationships, and enhancing service experiences. Ideal candidates will have a bachelor's degree, at least 7 years in the retirement services field, and proficiency with Microsoft Office tools. This role requires excellent analytical, communication, and project management skills while working independently and within a cohesive team environment.
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