Overview: WHO are we looking for? CAPTRUST seeks a dynamic Wealth Relationship Manager who will deliver high-level... changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research...
, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Prepare for client meetings... forecasts, and other topical information to clients Serve as a liaison for the team with other CAPTRUST departments...
Overview: WHO are we looking for? CAPTRUST is seeking a Performance Reporting Associate who will be responsible... Assist on CAPTRUST projects Qualifications: Minimum Qualifications: Completion of a four-year college degree – Business...
to troubleshooting and review of complex account and data discrepancies Assist on CAPTRUST projects Qualifications.../investments and accounting concepts WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend...
strongly desired 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...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Services Manager who will lead a team.../investment concepts Analytical thinker and problem-solver WHAT can you expect from your career at CAPTRUST? Our colleagues...
you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There... 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 an Institutional Client Service Intern in our Phoenix... maintenance, investment monitoring, and administrative tasks. CAPTRUST interns must maintain professional and ethical standards...
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...
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...