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Senior Wealth Client Management Associate

captrust · Rochester, NY, US

Imported listingfull-time6 days ago

About The Role

WHO are we looking for? CAPTRUST is seeking a full-time Senior Wealth Client Management Associate to work with one to several financial advisors to service and retain wealth client relationships. The Senior Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others:

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