Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm in Charlotte, NC, is seeking a dedicated professional to manage client relationships for elite advisor plan accounts. Responsibilities include providing consultative advice, enhancing client satisfaction, and promoting product retention strategies. Ideal candidates will have 7+ years in retirement services, strong analytical skills, and proven communication abilities. This role emphasizes client focus and teamwork, offering a dynamic work environment with multiple opportunities for growth. #J-18808-Ljbffr