Overview: WHO are we looking for? CAPTRUST is seeking a Client Management Associate II who will use specialized... you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There...
Overview: WHO are we looking for? CAPTRUST is seeking a Financial Counselor II who want to make a difference... CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants’ questions as well...
Overview: WHO are we looking for? CAPTRUST is seeking a Senior Institutional Associate who will support the... planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay...
;maintains a personal calendar/task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues..., like our clients, tend to stay with CAPTRUST for years. There’s a reason for it;it’s a great culture in which to work and grow...
: Assess risk tolerance, explain plan options, and recommend asset allocations using CAPTRUST’s investment philosophy. Educate... environment. Part of CAPTRUST’s Mission Statement is providing service beyond expectations and we strive to accomplish...
Overview: WHO are we looking for? CAPTRUST is seeking a Compliance Senior Associate to join our Compliance Team... with compliance functions relating to CAPTRUST’s investment advisory business with an emphasis on the firm’s controls, testing, Code...
on location and experience): $75,000 - $85,000 WHAT can you expect from your career at CAPTRUST? Our colleagues..., like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it's a great culture in which to work and grow...
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...
, Archer, Power BI, or other compliance reporting systems would be a plus WHAT can you expect from your career at CAPTRUST...? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it;it’s a great culture...
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...