
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A leading financial services firm in Charlotte is seeking a skilled professional to manage relationships with big advisor plan clients and their financial advisors. Key duties include ensuring client satisfaction, resolving issues, and promoting plan retention through strategic ownership. The ideal candidate will hold a bachelor’s degree with 7+ years of experience in the retirement services sector, possess excellent analytical skills, and be proficient in Microsoft Office applications. This role requires independent work and effective team collaboration.
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