Retirement Plan Client Relations Leader

A financial services firm in Raleigh, North Carolina is seeking a dedicated individual for relationship management of elite advisor plan clients. The role requires managing client services and ensuring plan retention, along with fostering relationships with financial professionals. The ideal candidate has a Bachelor's degree and 7+ years in retirement services, alongside excellent analytical and communication skills. Proficiency in Microsoft Office is essential, and candidates should be detail-oriented and able to operate independently. #J-18808-Ljbffr