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Strategic Client & Advisor Relations Lead

L5

ascensusNew York, NY2 days ago
Ascensus is seeking a Relationship Manager to serve as the focal point for elite advisor plan clients and their financial advisors. You will manage relationships, provide consultative support, and coordinate with internal teams to ensure a successful service experience and plan retention. Responsibilities include proactive client focus, leveraging industry knowledge, developing education strategies with senior leaders, and cross-selling opportunities while maintaining data integrity and adhering
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Apply now (opens in a new tab)

Level

SeniorL5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Administrative Management and General Management Consulting Services

Posted

2 days ago

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