Wealth Client Management Consultant (On-Site)
CAPTRUST in Phoenix, AZ is looking for a Wealth Client Management Consultant to enhance client relationships and support financial advisors. The role requires 5+ years in client service within financial services and a bachelor's degree. Responsibilities include relationship management, onboarding new clients, and maintaining compliance records. The position offers a comprehensive benefits package, including health coverage and a discretionary bonus. Note that this role requires on-site presence, not remote work.
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