Overview: WHO are we looking for? CAPTRUST is seeking a Retirement Plan Relationship Management Associate to work... to ensure deliverables are produced timely as well as interacting directly with clients, including retirement plan investment...
for an organization that provides retirement plan services preferred Desired Qualifications/Skills: Demonstrated project management... Advisor(s) in supporting his/her book of business building and maintaining client relationships as well as project management...
plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance.... Ensure the portfolio administration and risk management of each client relationship follows established credit policy...