stakeholders Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform Manage data integrity... in the CAPTRUST rebalancing and trading platform Collaborate and communicate with the Mergers and Acquisitions Team...
support CAPTRUST’s Family Office Services initiatives Work with wealth leadership, advisors, and project teams to enhance... at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it's a great...
Responsibilities Direct support of CAPTRUST’s centralized financial planning process and program Participate... planning strategies Technology savvy, proficient with Microsoft Office WHAT can you expect from your career at CAPTRUST...
Overview: WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work... and professional manner while upholding our CAPTRUST culture Represents Wealth Client Service function and serves as a primary contact...
best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST... in accordance with CAPTRUST, industry, and regulatory compliance Performs other duties and special projects as required, including...
Overview: Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate... about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage...
Overview: Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate... about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage...
navigation. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST... those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work... and professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST...
best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST... culture Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance Performs...