Wealth Client Experience Lead
CapTrust Advisors, LLC
CAPTRUST Advisors, LLC is seeking a Wealth Client Management Consultant to support selected financial advisors in servicing and retaining wealth client relationships. The role emphasizes proactive service, documentation, and collaboration with internal partners to resolve issues and ensure client satisfaction. The position involves onboarding new clients, participating in reviews, and maintaining records in compliance with CAPTRUST standards. This on-site role is based in Alexandria, VA. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 5 days ago
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