Overview: WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work... with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice..., and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf...
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...
for, and challenged on your path to becoming a world-class professional consultant and surrounded by leaders who are committed to creating... client communications and expectations Coordinate with local authorities having jurisdiction (AHJs); ensure compliance...
experience involving scope, budget, schedule, quality, risk, and client management Diverse experience leading project teams... to becoming a world-class professional consultant and surrounded by leaders who are committed to creating an environment...
, and client management Diverse experience leading project teams related to the commissioning and qualification of clean utilities... to becoming a world-class professional consultant and surrounded by leaders who are committed to creating an environment...