, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Responsible for collecting information... as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication...
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...
Responsibilities Maintains relationships with external clients, CAPTRUST financial advisors, and other colleagues... ethics, integrity, and confidentiality WHAT can you expect from your career at CAPTRUST? Our colleagues...
structure of both live and on demand modules and incorporate into CAPTRUST’s firmwide learning management platform Research... and leadership to promote CAPTRUST culture and behavioral standards Technical Guidance: Provide daily support and information...
Overview: WHO are we looking for? CAPTRUST is seeking an experienced and knowledgeable Senior Institutional... and retirement industry knowledge Establish structure of both live and on demand modules and incorporate into CAPTRUST’s firmwide...
Overview: WHO are we looking for? CAPTRUST is seeking a Senior Strategic Growth Associate to assist with M&A deal... comprehensive knowledge of CAPTRUST resources and culture to aid in both virtual and live meetings * Maintain database of industry M...
them throughout the year Develop comprehensive knowledge of CAPTRUST resources and culture to aid in both virtual... 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 Performance Reporting Specialist who will be responsible... within the CAPTRUST reporting environment, focusing on Private Asset funds. The Specialist will partner with client service...
with or lead projects centered on optimizing Private Asset reporting Transition acquired firms onto the CAPTRUST reporting... standard of professionalism (dress, manners, conduct) WHAT can you expect from your career at CAPTRUST? Our colleagues...
Overview: WHO are we looking for? CAPTRUST is seeking an Administrative Associate who will provide general office... and submit expenses in Concur Main point of contact for other CAPTRUST employees seeking assistance with ensuring the smooth...