Strategic Client Relationships Lead – Retirement Plans

A leading financial services provider in Charlotte, NC, is seeking a dedicated professional to manage client relationships within the retirement services sector. The role involves providing consultative support to clients and financial advisors, ensuring a successful service experience while promoting plan retention. Ideal candidates should have at least 7 years of relevant experience and strong analytical and communication skills. This position offers opportunities for professional development and collaboration in a team-focused environment. #J-18808-Ljbffr