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...
and ability to interpret and communicate data Very detail oriented 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...
function within the organization. The Senior Manager will play a lead role in CAPTRUST benefits including but not limited... oriented WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST...
, and driving LinkedIn Learning campaigns. As CAPTRUST continues to grow, there will be opportunities to expand into additional... both individual and team success. You thrive in a fast-paced environment and are eager to play a key role in developing CAPTRUST...
’s from new CAPTRUST offices Will work closely with financial advisors, client service, and peers on the Wealth Planning team... Technology savvy, proficient with Microsoft Office WHAT can you expect from your career at CAPTRUST? Our colleagues...
but not required 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...
Overview: WHO are we looking for? CAPTRUST is seeking a Senior Wealth Planning Associate who will work directly..., eMoney, specifically the data of client’s from new CAPTRUST offices Will work closely with financial advisors, client...
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...
Overview: WHO are we looking for? CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will deliver... changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research...