Wealth Client Management Associate

WEALTH CLIENT MANAGEMENT ASSOCIATE at CAPTRUST in Pisgah, Butler County

About the Role

The Wealth Client Management Associate position at CAPTRUST involves providing specialized support to Client Management Consultants (CMCs) to ensure exceptional client service. This role requires a blend of experience and formal training to assist with day-to-day operations, project management, research, and resolution of client issues.

Key Responsibilities

• Support CMCs in delivering high-quality client services
• Provide daily administrative assistance and project management support
• Conduct thorough research to resolve client inquiries and concerns
• Collaborate closely with CMCs to ensure seamless client interactions

Qualifications

• Relevant experience or formal training in wealth management or a related field
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Aptitude for research and problem-solving
• Ability to work effectively in a team environment

Working at CAPTRUST

CAPTRUST is dedicated to providing personalized investment management services to clients. Our mission is to help individuals and families achieve their financial goals through sound strategies and unwavering support. As a Wealth Client Management Associate, you will be part of a dynamic team committed to excellence in client service.

Apply Today

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Your journey to a fulfilling career at CAPTRUST begins with an application today.