Senior Institutional Client Relations Specialist
Listed on 2026-10-16
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
CAPTRUST seeks a Senior Institutional Client Management Associate to support the Financial Advisor Service Team in servicing and retaining institutional client relationships. The role emphasizes meticulous service, accurate reporting, onboarding support, and collaboration with internal partners to deliver client-focused recommendations.
The position requires a four-year degree in a related field and at least 3 years of industry experience, with strong CRM and Microsoft Office proficiency.
This is a genuine opportunity to take on the Senior Institutional Client Relations Specialist role at Captrust.
We would love to welcome a new Senior Institutional Client Relations Specialist to our team in Raleigh, NC, United States.
For the Senior Institutional Client Relations Specialist position at Captrust, we are reviewing applications now.
Step into the Senior Institutional Client Relations Specialist role at Captrust in Raleigh, NC, United States and grow with us.
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