Onsite Wealth Client Lead
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-07-21
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
CAPTRUST seeks a Wealth Client Management Consultant to support one or more financial advisors in servicing wealth client relationships in Alexandria, VA. You will provide proactive service, coordinate requests, and help with account movements and reviews.
The role is on-site at 330 John Carlyle Street, Alexandria, and requires strong MS Office skills, excellent communication, and a client-first mindset. Minimum 5 years in client service within brokerage or financial services.
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