Overview: WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work... with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized...
by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding... and prompt follow-up with the client Prepares and provides documentation and materials required for client calls and visits May...
and ~5,000 advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the J.P. Morgan Wealth... as a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan and client...