About this opportunity
Captrust lists this On-Site Wealth Client Management Consultant opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
CAPTRUST is seeking a Wealth Client Management Consultant to service and retain wealth client relationships in a full-time on-site role at our San Ramon office. You will support Financial Advisors by delivering proactive service and handling client requests, account activity, and reviews.
The ideal candidate has at least five years in client service in brokerage or investment advisory, strong Office skills, and the ability to translate financial concepts for clients.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.