Registered Client Service Associate | Dallas, TX A forward-thinking, technology-driven Registered Investment Advisor... is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized...
Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses specialized...) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management...
Responsibilities Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors... with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records Handles Client Service...