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Wealth Client Success Specialist

CAPTRUST

CAPTRUST is seeking a Wealth Client Management Consultant in San Antonio to service and retain wealth client relationships. The ideal candidate will work with financial advisors, ensuring high levels of client satisfaction by managing complex requests and maintaining effective communications. The role requires at least 5 years of experience in a client service environment and the ability to build strong, collaborative relationships while upholding CAPTRUST's culture. A comprehensive benefits package is offered, including health coverage and professional growth opportunities. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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