Senior Client Relationship Manager for Elite Advisor Plans

A financial services firm in Charlotte, North Carolina seeks a candidate for a role managing relationships with advisor plan clients. Responsibilities include providing consultative advice, ensuring client retention, and resolving issues. Ideal candidates will have extensive experience in retirement services and strong communication skills. This position requires a Bachelor’s degree and a proactive approach to client management, with the ability to work independently and advocate effectively for clients. #J-18808-Ljbffr