Strategic Client Relationships Lead – Retirement Plans

A leading retirement services firm in Charlotte, North Carolina, is seeking a dedicated professional to manage relationships with financial advisors and clients. This role involves ensuring a positive service experience, implementing strategies for plan retention, and addressing escalated issues with a client-focused approach. Candidates should have at least 7 years of experience in the retirement services industry and excellent analytical skills. The position requires proficiency in Microsoft Office and strong communication abilities, both verbal and written. #J-18808-Ljbffr