Live opening · Posted 2 days ago
Senior Wealth Client Management Associate
CAPTRUST · US-AZ-Phoenix
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At a glance
The key details from the original listing.
CompanyCAPTRUST
LocationUS-AZ-Phoenix
Source
Icims
ListedPosted 2 days ago
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About the role
Description supplied by the original job listing.
WHO are we looking for? CAPTRUST is seeking a Senior Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
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