Retirement Plan Client Relations Leader

A financial services firm located in Raleigh, North Carolina is looking for an experienced individual to manage relationships with key plan clients and their financial advisors. The role involves providing consultative advice, managing client retention strategies, and resolving escalated issues. Candidates should have at least 7 years in the retirement services industry and strong project management skills. The position requires a blend of independent work and collaboration within a team to ensure client satisfaction and promote product utilization. #J-18808-Ljbffr