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Retirement Plan Client Relations Leader

Ascensus, Raleigh, NC, United States


A financial services company is seeking a professional in Raleigh, NC for relationship management with big advisor plan clients. This role requires managing client relationships, providing consultative support, and promoting retention through proactive engagement. Qualified candidates will have at least 7 years' experience in a related field, strong analytical skills, and proficiency with Microsoft Office applications. The position emphasizes teamwork and independent work abilities. #J-18808-Ljbffr