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Retirement Plan Client Relations Leader

Ascensus, Raleigh, NC, United States


A financial services company located in Raleigh, North Carolina, is seeking a dedicated professional to manage relationships with elite advisor plan clients and their financial advisors. The role involves providing consultative support, handling client issues, and promoting plan retention through strategic ownership. The ideal candidate will have extensive experience in the retirement services sector and strong analytical and communication skills. This position emphasizes client satisfaction and team collaboration. #J-18808-Ljbffr