Senior Client Relations Manager – Retirement Plans

A financial services firm located in Charlotte, NC, is seeking an experienced professional to manage relationships for elite advisor plan clients and their financial advisors. The role entails providing consultative advice, promoting plan retention, and resolving issues while coordinating with internal teams. Candidates should have a Bachelor’s degree in business or a related field and at least 7 years of experience in the retirement services industry. Excellent communication and project management skills are essential. #J-18808-Ljbffr