Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm in Charleston, SC, is seeking a dedicated professional to manage relationships with elite advisor plan clients and their financial advisors. This role involves providing consultative support, ensuring excellent service experiences, and developing strategies for plan retention. Ideal candidates will possess at least 7 years of experience within the retirement services industry, with strong analytical and problem-solving skills. Proficiency with Microsoft Office is essential, along with the ability to create impactful client solutions. #J-18808-Ljbffr