Senior Client Relations Manager – Retirement Plans

A financial services firm in Charlotte is seeking a dedicated client relationship manager to enhance service for plan accounts and their financial advisors. The ideal candidate will possess at least 7 years in the retirement services sector, excelling in client-focused consultative support. You'll be responsible for relationship management, proactive client engagement, and project management, working independently and within a cohesive team. Experience with Microsoft Office is essential, alongside strong problem-solving and communication skills. #J-18808-Ljbffr