Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte, North Carolina, seeks a skilled professional to manage relationships with elite advisor plan clients. The ideal candidate will have extensive experience in the retirement services industry, strong client advocacy, and effective communication skills. Responsibilities include ensuring successful service experiences, problem resolution, and promoting client retention strategies. This position requires expertise in handling confidential data and working closely with financial professionals for optimal service outcomes. Competitive compensation and growth opportunities available. #J-18808-Ljbffr