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Senior Client Relations Manager – Retirement Plans

Ascensus, Charlotte, NC, United States


A financial services firm in Charlotte, NC is seeking a dedicated individual to manage relationships with big and elite advisor plan clients. The role involves proactive problem-solving, promoting plan retention, and collaborating with financial professionals. Ideal candidates should have a bachelor's degree, extensive experience in retirement services, and strong analytical and communication skills. The position offers an engaging team environment and opportunities for professional growth. #J-18808-Ljbffr