Senior Client Relationship Lead - Retirement Plans

A leading retirement services provider in Charlotte, North Carolina, is seeking an experienced professional to manage relationships with elite advisor plan clients and their financial advisors. The role involves providing consultative advice and promoting client retention through effective relationship management. Ideal candidates will have a bachelor's degree in business or related fields, with at least 7 years of experience in the retirement services industry and excellent problem-solving skills. Strong knowledge of Microsoft Office is essential, alongside excellent communication abilities. #J-18808-Ljbffr