Overview: WHO are we looking for? CAPTRUST is seeking a dynamic, energetic Senior Associate Relationship Manager... the results to clients and/or briefing the senior advisor(s) for delivery Responsible for collecting information...
, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior... into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output Prepare for client meetings...
to build strong relationships and drive business growth. Key Responsibilities: Strategic Outreach & Relationship Building... requirements. Requirements Education: High School diploma equivalency with 3 years of cumulative experience OR Associate...
manager Demonstrate flexibility in scheduling to be able to provide last minute technical case support where the... FOR THIS POSITION, THE FOLLOWING BASIC QUALIFICATIONS MUST BE EVIDENT ON YOUR RESUME H.S. Degree and 14+ years OR Associate degree...