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Institutional Client Services Associate II
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-16
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
CAPTRUST is seeking an Institutional Client Management Associate II to support the Financial Advisor Service Team and service/retain institutional client relationships. This full‑time role, based in Charlotte (onsite), focuses on reporting, data accuracy, onboarding, and coordinating with internal partners to deliver top‑tier service.
The ideal candidate holds a finance/business degree with strong Excel/CRM skills and excels at detail, organization, and professional communication under tight
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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