Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte is seeking an experienced professional to manage relationships with elite advisor plan clients. This role involves providing consultative support, ensuring plan retention, and developing strong working relationships. Candidates should have a minimum of 7 years' experience in retirement services and exceptional analytical and communication skills. The position requires proficiency in Microsoft Office and the ability to work independently within a team culture. #J-18808-Ljbffr