Strategic Client Relationships Lead – Retirement Plans

A financial services company is seeking a client relationship manager in Charlotte, NC, to support elite advisor plan clients and their financial advisors. Responsibilities include relationship management, consultative advice, and promoting client retention through issue resolution. Ideal candidates have at least 7 years of experience in retirement services and strong analytical skills. This role demands the ability to work independently while contributing to team success and excellent communication skills. Remote work options may be available. #J-18808-Ljbffr