Senior Wealth Client Management Associate
CAPTRUST
- Experience
- 3+ yrs
- Location
- Phoenix, Arizona, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- PDF
- CAPCONNECT
- Microsoft SharePoint
About the role
Four-year degree or equivalent work experience; 3-5 years investment industry experience; strong Microsoft Office and PDF proficiency; excellent math skills; ability to handle changing priorities and deadlines.
About CAPTRUST
Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
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