
Senior Client Relationship Manager - Retirement Services
Ascensus, Raleigh, NC, United States
A financial services firm in Raleigh, NC, is seeking a skilled professional for client relationship management, focusing on elite advisor plan clients. The candidate will ensure service excellence, handle escalations, and promote retention strategies. Primary duties involve close collaboration with financial professionals, issue ownership, and developing education strategies for C-level decision makers. Ideal applicants will have at least 7 years in retirement services and strong analytical and communication skills.
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