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Senior Client Relations Manager – Retirement Plans

Ascensus, Raleigh, NC, United States


A leading financial services firm in Raleigh, North Carolina, seeks an experienced professional to manage relationships with big and elite advisor plan clients. Responsibilities include providing consultative advice to financial advisors, leading client satisfaction initiatives, and developing education strategies for plan retention. The ideal candidate will have over 7 years in retirement services and adept skills in relationship management, problem-solving, and communication. The role requires proficiency in Microsoft Office tools and the ability to work independently as well as part of a team. #J-18808-Ljbffr