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Senior Wealth Client Service & Operations Lead

Captrust

CAPTRUST seeks a Senior Client Management Associate to support Client Management Consultants in delivering exceptional client service. The role includes day-to-day support, project assistance, and researching solutions to moderately complex issues. You will help prepare reviews, proposals, and materials, maintain client data in CAPCONNECT, and assist with onboarding, money movements, and trades while coordinating schedules and ad hoc tasks. #J-18808-Ljbffr Captrust

Vacancy posted 6 hours ago
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