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Public listing

Wealth Client Management Associate II

CAPTRUST US-NC-Raleigh
  • ListedPosted 5 days ago
  • SourceIcims

Role overview

About the role

Description supplied by the original job listing.

WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:

Skills from the listing

  • Project Management

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