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Relationship Management Associate
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Full-time
- CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm.
- The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients.
- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews.
- Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews.
- Assist in the gathering of information and preparation of individual income tax returns.
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