Wealth Client Services & Relationship Lead
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-04
Listing for:
CAPTRUST
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Rochester is seeking a full-time Wealth Client Management Consultant to manage client relationships and support Financial Advisors. The ideal candidate should have 5+ years in a client service role, a college degree, and strong skills in Microsoft Office. This onsite position offers a competitive salary range of $70,000-$90,000 along with a comprehensive benefits package, fostering a collaborative culture that values service excellence.
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