Strategic Client Relationships Lead – Retirement Plans

A leading financial services firm located in Charlotte, NC is seeking a dedicated professional to manage client relationships for elite advisor plan accounts. You will ensure a successful service experience, promote retention, and provide consultative support. Ideal candidates have a Bachelor’s degree in business, at least 7 years in the retirement services industry, and are adept at resolving issues and improving client satisfaction. Strong analytical and communication skills, along with proficiency in Microsoft Office, are essential for this role. #J-18808-Ljbffr