
Senior Client Relationship Lead - Retirement Plans
Ascensus, Raleigh, NC, United States
A leading financial services firm is seeking a dedicated client relationship manager in Raleigh, NC. The role involves managing relationships with elite clients and financial advisors to ensure successful service experiences and promote plan retention. Ideal candidates have a Bachelor’s degree, at least 7 years in the retirement services industry, and strong analytical and communication skills. Proficiency in Microsoft Office is required, and the ability to work independently as well as within a team is essential.
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