Wealth Client Management Consultant
CAPTRUST
- Salary
- $85k - $105k
- Experience
- 5+ yrs
- Location
- San Ramon, California, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- PDF Editor
About the role
Minimum 5 years client service experience in brokerage or investment advisory; advanced Microsoft Office Suite and PDF Editor proficiency; strong math, organizational, 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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