On-Site Wealth Client Management Consultant
Captrust
CAPTRUST is seeking a Wealth Client Management Consultant to service and retain wealth client relationships in a full-time on-site role at our San Ramon office. You will support Financial Advisors by delivering proactive service and handling client requests, account activity, and reviews. The ideal candidate has at least five years in client service in brokerage or investment advisory, strong Office skills, and the ability to translate financial concepts for clients. #J-18808-Ljbffr Captrust
Vacancy posted 1 day ago
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