Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Operations Associate II who will provide support... for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments...
WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years... 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...
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 full-time Wealth Client Management Consultant to work... and professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST...
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 a Senior Compliance Analyst to join our Compliance 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...
) a plus Series 7/24 preferred Ability to travel periodically 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...
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...
thinker and problem-solver 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 together...