Wealth Management Associate: Client Onboarding & Planning
CAPTRUST
CAPTRUST is looking for a dynamic Associate | Relationship Management in Brentwood, TN, to enhance client onboarding and deliver high-quality service. The Associate will empower lead advisors by managing day-to-day client processes and ensuring a seamless client experience. This role requires strong organizational skills, attention to detail, and the ability to maintain accurate client records. CAPTRUST offers competitive salary and benefits, fostering a supportive work environment for employees. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
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