Strategic Client Relationships Lead – Retirement Plans

A financial services firm is seeking a professional for client relationship management roles in Raleigh. The ideal candidate has a Bachelor's degree in business, at least 7 years of experience in retirement services, and strong analytical and problem-solving skills. Responsibilities include managing advisor plan client relationships, promoting plan retention, and educating clients on service offerings. Proficiency in Microsoft Office is essential, alongside excellent communication abilities. This role requires travel as needed. #J-18808-Ljbffr