Wealth Client Success Partner
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
CAPTRUST seeks a Wealth Client Management Consultant to work with one or more financial advisors to service and retain wealth client relationships. The role applies specialized knowledge to assist Financial Advisors in providing excellent client service to individual investors and families.
The position involves relationship-building, handling client requests, asset movements, and onboarding new clients, with opportunities to participate in investment reviews.
This posting is for the Wealth Client Success Partner role at CAPTRUST, based in Folsom, CA, United States.
Are you ready to take on the Wealth Client Success Partner role at CAPTRUST?
We would love to welcome a new Wealth Client Success Partner to our organisation in Folsom, CA, United States.
For the Wealth Client Success Partner position at CAPTRUST, we are reviewing applications now.
Step into the Wealth Client Success Partner role at CAPTRUST in Folsom, CA, United States and grow with us.
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