Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte, North Carolina, is seeking a seasoned professional to manage key relationships with big and elite advisor plan clients and their financial advisors. Responsibilities include providing consultative support, promoting plan retention, and resolving client-related issues. The ideal candidate should have at least 7 years of experience in the retirement services industry, a strong ability to analyze and solve problems, and exceptional communication skills. This role requires proficient use of Microsoft Office products and offers opportunities for project management and client interaction. #J-18808-Ljbffr