Strategic Client Relationships - Retirement Plans

A retirement services company based in Charlotte, NC is seeking a professional adept at building and maintaining client relationships for defined contribution retirement plans. The ideal candidate will have over 5 years of experience in the sector, strong MS Office skills, notably in Excel, and the ability to manage competing deadlines effectively. Responsibilities include client support, communications with third-party vendors, and participation in client/advisor meetings. A bachelor's degree in a related field is preferred but not required. #J-18808-Ljbffr