
Strategic Client Relationships - Retirement Plans
Ascensus, Raleigh, NC, United States
A retirement services firm in Raleigh is seeking an experienced client relationship manager to build and maintain key relationships for defined contribution retirement plans. This role requires at least 5 years of experience in the retirement services sector and strong MS Office skills, especially Excel. Key responsibilities include responding to client inquiries, collaborating with colleagues, and participating in client meetings. The firm values effective communication and problem-solving skills, and offers a dynamic work environment with up to 10% travel.
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