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Retirement Plan Client Relationship Manager

Ascensus, Charlotte, NC, United States


A retirement services provider seeks a knowledgeable individual to join their team in Charlotte, North Carolina. The position focuses on providing proactive support to clients in managing their retirement plans. Candidates should possess a Bachelor’s degree and 3-5 years of experience in the retirement services industry, particularly with 401(k) and IRA plans. A strong proficiency in Excel and excellent communication skills are essential for success in this role, which includes resolving client inquiries and supporting plan administration processes. #J-18808-Ljbffr