Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm in Charlotte seeks an individual to manage relationships with elite advisor plan clients. This role requires over 7 years of experience in the retirement services industry, strong problem-solving, and communication skills. The candidate will own resolutions for client issues, cross-sell products, and coordinate with internal departments. Ideal candidates are detail-oriented and can thrive in a fast-paced environment, contributing both independently and in a team. #J-18808-Ljbffr