Senior Client Relationship Manager for Elite Advisor Plans

A financial services company based in Charlotte, NC, is seeking a seasoned professional to manage relationships with big and elite advisor plan clients. The ideal candidate will have over 7 years of experience in the retirement services industry, a bachelor’s degree, and excellent analytical and communication skills. Responsibilities include developing strong client relationships, cross-selling products, and ensuring client satisfaction. This role involves collaborating with a cohesive team to resolve issues and enhance service delivery. #J-18808-Ljbffr