Senior Client Relationship Manager for Elite Advisor Plans

A financial services firm based in Charlotte, NC is seeking a dedicated professional for client relationship management, focusing on both big and elite advisor plan clients. The ideal candidate will have over 7 years of experience in the retirement services industry along with strong analytical and problem-solving skills. This role involves promoting plan retention, providing consultative support, and developing relationships with C-level decision makers. Excellent communication abilities are essential, and proficiency in Microsoft Office is required. #J-18808-Ljbffr