Senior Institutional Client Success Specialist
CAPTRUST
CAPTRUST is looking for a Senior Institutional Associate in Raleigh, North Carolina. This full-time position focuses on supporting the Financial Advisor Service Team and managing institutional client relationships. Responsibilities include delivering exceptional service, developing reports, and managing data accuracy. Ideal candidates will have a four-year degree plus relevant experience in the financial industry, with strong skills in Excel and CRM systems. Benefits include a discretionary bonus, health coverage, and more. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
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