Senior Client Relations Manager – Retirement Plans

A leading financial services firm is seeking a skilled professional to focus on managing relationships with existing advisor plan clients in Charlotte, NC. The role involves optimizing client experiences, ensuring product retention, and developing educational strategies for financial professionals. Ideal candidates should possess a bachelor’s degree, substantial experience in client relations in the retirement sector, and strong analytical and project management skills. Proficiency in Microsoft Office is also essential. This position fosters a team-oriented, client-focused environment. #J-18808-Ljbffr