Wealth Client Experience Lead
Captrust
CAPTRUST in Rochester, NY is seeking a Senior Wealth Client Management Associate to support Financial Advisors in delivering exceptional client service to individuals and families. You will manage relationships, handle money movements, prepare documentation, and participate in reviews, while upholding CAPTRUST standards. This on-site role requires strong MS Office skills and a client-focused mindset. #J-18808-Ljbffr Captrust
Vacancy posted 3 days ago
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