Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses specialized... knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs...
service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions..., and responding to ad hoc requests Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client...