Overview: WHO are we looking for? CAPTRUST is seeking a Senior Wealth Client Management Associate uses specialized... knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs...
Responsibilities Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors..., which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs...
WEALTH PRESERVATION ASSOCIATE ATTORNEY Location: Austin, TX ON-SITE A premier AmLaw 200 firm is seeking... a talented mid-level Associate Attorney to join its highly-regarded Wealth Preservation Practice Group in Austin...
. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle... to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker...
WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing... a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech...