Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte, NC seeks an experienced professional to manage relationships with big and elite advisor plan clients. The ideal candidate has extensive experience in client management and retirement services, coupled with strong analytical and communication skills. Responsibilities include providing consultative support, cross-selling products, and leading relationship-enhancing projects. This role requires a bachelor's degree and a proven track record in client satisfaction and team collaboration. #J-18808-Ljbffr