Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will 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...
, including financial planning, wealth management, tax services, retirement planning, and socially responsible investing. Our team... Financial Services is seeking a talented Client Services Consultant to join our dynamic team. In this role, you have the...
of services, including financial planning, wealth management, tax services, retirement planning, and socially responsible.... Job Summary: BridgePort Financial Services is seeking a talented Client Services Consultant to join our dynamic team. In this role...