Institutional Client Success Associate
CapTrust Advisors, LLC
CapTrust Advisors, LLC is seeking an Institutional Client Management Associate to support the Financial Advisor Service Team in Tampa, FL. This role involves delivering exceptional service, developing reports, and maintaining client relationships. The ideal candidate should hold a four-year degree, have a strong desire to work in finance, and possess technical proficiency with CRM systems and Microsoft Office. This full-time position is office-based with a commitment to professionalism and service excellence. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 3 days ago
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