Wealth Client Experience Specialist
CAPTRUST
CapTrust Advisors, LLC is seeking a full-time Wealth Client Management Consultant in Dallas, TX, to build and maintain client relationships alongside financial advisors. This position involves proactive service to clients, onboarding new relationships, and ensuring client satisfaction while adhering to compliance standards. Applicants should hold a four-year degree and have at least 5 years of client service experience, ideally in financial services. Benefits include a discretionary bonus and comprehensive health coverage. #J-18808-Ljbffr
Vacancy posted 3 days ago
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