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Wealth Management

Senior Client Services Manager - Retirement Plans

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Ascensus
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Charlotte, NC is seeking a dedicated individual to build and maintain relationships as the primary contact for key defined contribution retirement plans. The ideal candidate should possess over 5 years of relevant experience, particularly in client support and service within the retirement services sector. Proficiency in MS Excel and strong interpersonal skills are essential for effective collaboration and relationship retention in this dynamic role.
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Position Requirements
10+ Years work experience
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