Wealth Client Management Consultant - Brentwood, TN

Only for registered members Brentwood, TN, United States

3 weeks ago

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Job summary

Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.
Primary responsibilities may include building relationships with Financial Advisors and clients by delivering exceptional proactive service,
Services existing client relationships (including calling, meeting, corresponding,
Onboards new client relationships through correspondence,

Our colleagues tend to stay with CAPTRUST for years.


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