Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte, NC, is looking for a skilled professional to manage relationships for elite advisor plan clients. The role demands a proactive client focus and at least 7 years of experience in the retirement services industry. Ideal candidates will possess a Bachelor's degree, excellent analytical skills, and the capability to work both independently and within a team. Strong communication skills and proficiency in Microsoft Office are essential. Join us for a fulfilling career with growth potential. #J-18808-Ljbffr