Strategic Client Relationships Lead – Retirement Plans

A financial services company located in Charlotte, NC is seeking an experienced professional to manage relationships with clients and financial advisors. The ideal candidate must have at least 7 years of experience in the retirement services industry and strong analytical and communication skills. Responsibilities include providing consultative advice, promoting product enhancements, and resolving client issues effectively. This role requires proficiency with Microsoft Office, particularly Excel, and the ability to work independently within a team environment. #J-18808-Ljbffr