Strategic Client Relationships Lead – Retirement Plans

A financial services company in Charlotte, NC, seeks an experienced professional to manage relationships with big and elite advisor plan clients. The role involves providing consultative support, ensuring plan retention, and resolving service issues. Candidates should have at least 7 years of experience in the retirement services industry and strong analytical and problem-solving skills. Independent work is essential, along with proficiency in Microsoft Office. This position offers the opportunity to enhance client experiences and contribute to organizational success. #J-18808-Ljbffr