effectively Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST...’s research and trading teams Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work... and professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST...
best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST... culture Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance Performs...