Senior Wealth Client Success & Operations Associate
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-09-02
Listing for:
Captrust
Full Time
position Listed on 2026-09-02
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, CRM Systems & Management
Job Description & How to Apply Below
CAPTRUST in Newton, MA is seeking a Senior Client Management Associate to support Client Management Consultants with day-to-day client service, research, and issue resolution.
You will help prepare quarterly reviews, manage onboarding, and coordinate with advisors, while maintaining CRM data and handling account paperwork.
This role offers a collaborative culture with strong benefits and growth opportunities, on-site in Newton at 2227 Washington St.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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