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Retirement Plan Client Relations Leader

Ascensus, Charlotte, NC, United States


A financial services company in Charlotte, North Carolina is seeking a relationship manager to oversee big and elite advisor plan clients. This role includes managing relationships, providing consultative support, and ensuring client satisfaction and retention. Candidates should have a bachelor's degree and significant experience in retirement services. Excellent communication and analytical skills are essential alongside proficiency in Microsoft Office tools. #J-18808-Ljbffr