Strategic Client Partnerships Lead

A leading financial services firm in Charlotte is seeking a dedicated professional for client relationship management. In this role, you will support existing big and elite advisor plan clients while ensuring service excellence and retention. Ideal candidates will have extensive experience in retirement services and be skilled in problem-solving and communication. The position offers an opportunity to work independently and as part of a cohesive team. Strong analytical skills and proficiency in Microsoft Office are essential. #J-18808-Ljbffr