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Senior Client Relationship Manager - Retirement Services

Ascensus, Charlotte, NC, United States


A leading financial services firm located in Charlotte, NC, is looking for an experienced professional to manage relationships with big and elite advisor plan clients. The role involves providing consultative support to financial professionals, ensuring high client satisfaction, and developing retention strategies. Candidates should have a Bachelor's degree, 7+ years of experience in client relationships within the retirement services industry, and excellent analytical and communication skills. Proficiency in Microsoft Office is also required. #J-18808-Ljbffr