Retirement Plan Client Relations Leader

A financial services firm in Raleigh, North Carolina is seeking an experienced professional to manage relationships with elite advisor plan clients. Responsibilities include consultative advice, maintaining high client satisfaction, and coordinating solutions with internal teams. Candidates should have at least 7 years in the retirement services industry, strong analytical and communication skills, and a Bachelor’s degree. Proficiency in Microsoft Office is essential, along with the ability to manage projects and work independently. #J-18808-Ljbffr