
Senior Client Relationship Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm in Charlotte, NC is seeking a skilled professional to manage relationships with elite financial advisors. The role focuses on providing consultative support to ensure client satisfaction and plan retention. Candidates should have a Bachelor's degree in business, 7 years of retirement services experience, along with strong analytical and communication skills. Proficiency in Microsoft Office is required and the ability to work both independently and as part of a team is essential.
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