American Trust
Senior Relationship Manager, Retirement Plans – Charlotte
American Trust, Charlotte, North Carolina, United States, 28245
A financial services firm is seeking a Senior Relationship Manager in Charlotte, NC. The role focuses on proactive client service and strategic account management to enhance retirement plans and client satisfaction. Candidates should have over 10 years of experience in the retirement plan industry, possess a relevant bachelor's degree, and showcase exceptional communication skills. This role includes responsibilities like maintaining client relationships and supporting fiduciary responsibilities, with an emphasis on teamwork and client engagement strategies.
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