Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work... with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding... and prompt follow-up with the client Prepares and provides documentation and materials required for client calls and visits May...
certification is preferred but not required. Prior project management and exceptional client service management experience..., for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting...