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...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly... into our system, eMoney, specifically the data of client’s from new CAPTRUST offices Will work closely with financial advisors...
’s from new CAPTRUST offices Will work closely with financial advisors, client service, and peers on the Wealth Planning team... from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it...
Overview: WHO are we looking for? CAPTRUST is seeking an Team Lead with our Administrative Professionals team who..., and expense management Ability to grasp financial/investment concepts WHAT can you expect from your career at CAPTRUST...
to grasp financial/investment concepts 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. We all work...
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...
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...