Senior Client Relationship Manager for Elite Advisor Plans

A financial services firm based in Charlotte, NC is seeking an experienced professional to manage client relationships and support financial advisors. Key responsibilities include relationship management, promoting product retention, and troubleshooting service issues. Candidates should possess a bachelor’s degree and significant experience in the retirement services industry, along with excellent analytical and communication skills. This role demands independence while fostering a cohesive team environment. #J-18808-Ljbffr