Institutional Support Associate II - Client Service & Reporting
CAPTRUST
CAPTRUST is seeking an Institutional Support Associate II to support the Financial Advisor Service Team in Raleigh, NC. The role focuses on servicing institutional client relationships, reporting, onboarding, and cross-team collaboration to ensure high-quality service and retention. The ideal candidate will have a four-year degree or equivalent experience, 1–3 years in the industry, and strong proficiency with CRM, Excel, PowerPoint, OneNote, Adobe and Nitro. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
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