Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses specialized... knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs...
, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing..., and other client-related materials, this includes proofreading the documents, printing, binding and mailing Maintain updated client...