
Senior Client Relationship Manager - Retirement Services
Ascensus, Charlotte, NC, United States
A leading financial services firm in Charlotte, NC seeks an experienced professional to manage relationships with big and elite advisor plan clients. Responsibilities include providing consultative advice, ensuring client satisfaction, and promoting plan retention. The ideal candidate has 7+ years in the retirement services industry and strong analytical and communication skills. Proficiency in Microsoft Office is required, along with the ability to work independently and within cohesive teams.
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