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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A leading financial services firm is seeking a dedicated professional to manage relationships with elite advisor plan clients and their financial advisors in Charlotte, NC. The role involves providing consultative advice, supporting product enhancements, and ensuring client satisfaction. The ideal candidate will have at least 7 years in the retirement services industry, strong analytical and problem-solving skills, and proficiency in Microsoft Office. The position emphasizes the development of strong client relationships, leading cross-sell opportunities, and the management of service issues. #J-18808-Ljbffr