About this opportunity
CapTrust Advisors, LLC lists this Wealth Client Experience Consultant opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector.
The ideal candidate will have excellent communication skills, strong proficiency in Microsoft Office, and a commitment to high-quality customer service. Benefits include a discretionary bonus and comprehensive health coverage.
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Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.