Strategic Client Relationships - Retirement Plans

A financial services company located in Raleigh, NC is seeking a professional to manage client relationships for defined contribution retirement plans. The ideal candidate has over 5 years of experience in the retirement services sector and strong proficiency in MS Office, particularly Excel. Responsibilities include providing client support, collaborating with various stakeholders, and ensuring client retention through proactive engagement. This role may involve some travel (up to 10%). #J-18808-Ljbffr