Senior Client Relationship Manager for Elite Advisor Plans

A financial services company is seeking a dedicated role focused on client relationship management for elite advisor plan clients in Charlotte, North Carolina. This position involves ensuring successful service experiences and promoting plan retention through proactive engagement with financial advisors and clients. Candidates should have a minimum of 7 years' experience in retirement services, excellent analytical and communication skills, and proficiency in Microsoft Office. A detailed understanding of regulatory and service operations is essential. #J-18808-Ljbffr