Wealth Ops Senior Associate — Client Onboarding Pro
Captrust
CAPTRUST in Phoenix, AZ is seeking a Wealth Operations Senior Associate to support onboarding of new client accounts and act as a liaison between CAPTRUST teams and custodians (Charles Schwab, Fidelity, Pershing Advisor Solutions). The role requires high ethics, organization, service orientation, and the ability to meet tight deadlines. This full-time position runs Monday through Friday from 8:30 a.m. to 5:30 p.m. and is not remote. #J-18808-Ljbffr Captrust
Vacancy posted 1 day ago
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