Senior Wealth Client Management Associate
CAPTRUST
- Experience
- 3+ yrs
- Location
- Chesterton, Indiana, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- PDF
- CAPCONNECT
- SharePoint
About the role
Four-year degree or equivalent work experience; 3+ years in family office and wealth management; strong Microsoft Office and PDF proficiency; excellent math and communication skills.
About CAPTRUST
Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
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