Wealth Client Success Associate II
CapTrust Advisors, LLC
CapTrust Advisors, LLC is seeking a Client Management Associate II in Raleigh, North Carolina. This role involves providing exceptional service to the Wealth Client Service team and supporting Client Management Consultants. Responsibilities include managing client inquiries, preparing materials, and maintaining contact information in the CRM system. The ideal candidate has a four-year degree and at least 2 years of experience in a client service role. A strong understanding of Microsoft Office Suite and excellent communication skills are essential. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 1 day ago
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