Start Date
Immediate
Expiry Date
14 Sep, 25
Salary
0.0
Posted On
15 Jun, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Completion, Financial Services, Investment Advisory, Management Skills, It, Trusting Relationships, Spreadsheets
Industry
Financial Services
WHO ARE WE LOOKING FOR?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
Responsibilities:
Qualifications:
Minimum Qualifications:
Desired Qualifications/Skills: