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Senior Client Relationship Manager - Retirement Services

Ascensus, Charlotte, NC, United States


A financial services firm in Charlotte, NC is seeking a Client Relationship Manager to enhance service for big and elite advisor plan clients. This role involves managing relationships, providing consultative support, and ensuring plan retention. Ideal candidates will have over 7 years in retirement services and direct client experience, with strong analytical and problem-solving skills. Proficiency in Microsoft Office is essential. This position offers opportunities for significant client interaction and organizational growth. #J-18808-Ljbffr