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Retirement Plan Client Success Specialist

BNA Wealth

BNA Wealth, Inc. seeks an Institutional Client Engagement Specialist to provide exceptional support for qualified and non-qualified retirement plans. Based in Rock Hill, SC, this role requires 1–3 years of relevant experience and strong organizational and communication skills. The position involves supporting client and participant inquiries, maintaining accurate plan documentation, and collaborating with the advisory team. BNA Wealth offers a competitive salary, bonus potential, and professional development opportunities. #J-18808-Ljbffr BNA Wealth

Vacancy posted 1 day ago
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