Overview: WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work... with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
inside and outside of a company office. This position provides client service to institutional accounts for the Wealth... to client. Acts independently, and with exceptional judgement to address client needs and concerns, while keeping wealth team...
, and wealth management to individuals, businesses, and high-net-worth clients. Our network of professionals includes CPAs, EAs... to apply your public accounting, tax preparation, and audit expertise to real-world client cases, while collaborating with top...
, and wealth management to individuals, businesses, and high-net-worth clients. Our network of professionals includes CPAs, EAs... to apply your public accounting, tax preparation, and audit expertise to real-world client cases, while collaborating with top...
certification is preferred but not required. Prior project management and exceptional client service management experience..., for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting...
to becoming a world-class professional consultant and surrounded by leaders who are committed to creating an environment... client communications and expectations Coordinate with local authorities having jurisdiction (AHJs); ensure compliance...