
Senior Client Relations Manager – Retirement Plans
Ascensus, Charlotte, NC, United States
A financial services firm in Charlotte is seeking a seasoned Client Relationship Manager to foster relationships with elite advisor plan clients and their financial advisors. Responsibilities include providing consultative support, ensuring client satisfaction, and managing escalations while promoting retention strategies. The ideal candidate has over 7 years of experience in the retirement services industry and will possess strong analytical, problem-solving skills, and a Bachelor's degree in business or a related field.
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