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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services firm in North Carolina is seeking an experienced relationship manager for its elite advisor plan clients. The role involves proactive client management, product enhancement, and retention strategies, requiring 7+ years in the retirement services industry. Candidates should have strong analytical, problem-solving, and communication skills, alongside proficiency in Microsoft Office tools. A bachelor's degree in business or related fields is required, with certifications like ASPPA or CEBS preferred. Travel may be required. #J-18808-Ljbffr