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Wealth Client Services Consultant

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Examplecorpsandbox
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations.

Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations.

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