
Senior Client Relationship Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm located in Charlotte, NC is seeking an experienced individual to manage relationships with existing big and elite advisor plan clients. Responsibilities include relationship management, problem resolution, and promoting plan retention. The ideal candidate should have at least 7 years of experience in the retirement services industry, excellent analytical and communication skills, and proficiency in Microsoft Office. This role requires independence, teamwork, and the ability to work under pressure.
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