Wealth Client Consultant
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-07
Listing for:
CapTrust Advisors, LLC
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Cap Trust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector.
The ideal candidate will have excellent communication skills, strong proficiency in Microsoft Office, and a commitment to high-quality customer service. Benefits include a discretionary bonus and comprehensive health coverage.
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