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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm located in Charlotte, North Carolina, is seeking an experienced professional to manage relationships with elite advisors and their clients. This role requires at least 7 years in retirement services or a related field and exceptional analytical, communication, and project management skills. You will be responsible for advising clients, resolving issues, and maintaining high levels of client satisfaction. Interest in certifications such as ASPPA or CEBS is preferred. A detailed-oriented approach is essential for success in this fast-paced environment. #J-18808-Ljbffr