Strategic Client Relationships Lead – Retirement Plans

A financial services organization in Charlotte seeks an experienced professional for client relationship management in the retirement services sector. The candidate will be responsible for ensuring a successful service experience for big clients and their advisors, promoting plan retention, and providing consultative advice. Qualifications include a bachelor’s degree with a minimum of 7 years in the industry, strong analytical skills, and proficiency in Microsoft Office applications. This role emphasizes teamwork, problem-solving, and excellent communication abilities. #J-18808-Ljbffr