Senior Client Relationship Manager for Elite Advisor Plans

A financial services firm located in Charlotte, North Carolina seeks a highly skilled professional to manage relationships with elite advisor clients and their financial advisors. This role involves providing consultative advice, promoting plan retention, and actively working to resolve issues. The ideal candidate should have a Bachelor’s degree, at least 7 years of relevant experience, and strong communication and analytical skills. Proficiency in Microsoft Office is required, and the ability to work independently and collaboratively is essential. #J-18808-Ljbffr