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Onsite Wealth Client Success Consultant
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-10
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
CAPTRUST is seeking a Wealth Client Management Consultant in Boston, MA, who will work closely with financial advisors to maintain and service wealth client relationships. This role requires a proactive approach to client service, ensuring that all client needs are addressed promptly and professionally. The ideal candidate will have at least 5 years of experience in a client-facing role within the financial services industry.
Benefits include health, dental, and vision coverage, a discretionary bonus, and a salary range of $85,000 - $100,000. This position is strictly on-site with no remote options available.
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