Strategic Client Relationships Lead – Retirement Plans

A financial services firm in Charlotte, NC is seeking a dedicated individual for client relationship management roles with elite advisor plan clients and their financial professionals. The ideal candidate will have at least 7 years of experience in the retirement services industry, excellent analytical and problem-solving skills, and a strong ability to communicate effectively. Duties involve cross-selling and ensuring client satisfaction, while working both independently and as part of a team. Familiarity with Microsoft Office and project management skills are essential. #J-18808-Ljbffr