Senior Client Relationship Manager for Elite Advisor Plans

A leading financial services firm is seeking an experienced professional for client relationship management in Charlotte, NC. This role requires a minimum of 7 years in the retirement services industry and 5 years of direct client relationship experience. Responsibilities include advising clients, managing complex relationships, and ensuring plan retention. Excellent analytical, communication, and project management skills are essential. This position promises a collaborative environment with growth opportunities and high-quality work expectations. #J-18808-Ljbffr