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: 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 Senior Client Management Associate who will use specialized... from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it;it...
priorities, pressure, and short deadlines 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 Senior Client Management Associate who will use specialized... to handle changing priorities, pressure, and short deadlines WHAT can you expect from your career at CAPTRUST...