Senior Client Relationship Manager for Elite Advisor Plans

A leading retirement services firm in Charlotte, North Carolina, is seeking a relationship manager to oversee existing plans and enhance service experience for elite clients. The role involves managing relationships, identifying retention strategies, and advising financial professionals. Candidates should have at least 7 years in retirement services, strong analytical, communication, and problem-solving skills, and familiarity with Microsoft Office. This position offers an opportunity to contribute to client satisfaction and impact growth initiatives. #J-18808-Ljbffr