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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services firm located in Charlotte, NC is seeking a Client Relationship Manager to oversee existing elite advisor plan accounts. The successful candidate will have a minimum of 7 years' experience in the retirement services industry and a strong ability for client relationship management. Responsibilities include advising clients, problem resolution, and promoting service excellence. Excellent communication, analytical skills, and Microsoft Office proficiency are essential for this role. #J-18808-Ljbffr