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Senior Wealth Client Services Specialist
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-08-15
Listing for:
CAPTRUST
Full Time
position Listed on 2026-08-15
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
CAPTRUST is seeking a Senior Client Management Associate to support Client Management Consultants with day-to-day service, project tasks, and issue resolution. You will help prepare quarterly reviews, manage documents, and ensure accurate client data in CAPConnect.
The role requires a four-year degree and 3–5 years in investment services. Expect on-site work in Minneapolis, opportunities for process improvements, and a collaborative team culture with strong client focus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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