
Strategic Client Relationships - Retirement Plans
Ascensus, Raleigh, NC, United States
A retirement services company located in Raleigh, North Carolina, is seeking an experienced professional to serve as a primary point of contact for clients. The ideal candidate will have over 5 years of experience in the retirement services sector and strong MS Office skills, especially in Excel. Responsibilities include addressing day-to-day client issues, maintaining relationships for retention, and collaborating with stakeholders. This role emphasizes independence, communication skills, and effective time management.
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