Strategic Client Relationships Lead – Retirement Plans

A financial services company in North Carolina seeks a dedicated professional for client relationship management related to elite advisor plan accounts. The role involves proactive client focus, issue resolution, and cross-selling opportunities while maintaining compliance with regulatory aspects. Ideal candidates will have extensive experience in the retirement services industry, strong analytical skills, and proficiency in Microsoft Office. This position offers a chance to enhance client satisfaction and plan retention through effective relationship management. #J-18808-Ljbffr