Strategic Client Relationships - Retirement Plans

A retirement services firm in Charlotte, NC is looking for a dedicated client support professional with over 5 years of experience. This role involves building relationships with clients, providing timely support, and collaborating with third-party vendors. A strong proficiency in MS Office, especially Excel, is essential. The ideal candidate should also possess excellent communication skills and be capable of managing time effectively in a fast-paced environment. Up to 10% travel may be required. #J-18808-Ljbffr