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Wealth Client Management Associate II

captrust · Sanford, NC, US

Junior LevelImported listingfull-time14 days ago

About The Role

WHO are we looking for? CAPTRUST is seeking a WealthClient Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:

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