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Senior Institutional Client Success Manager

Job in Roseville, Placer County, California, 95678, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services firm in California is looking for a Senior Institutional Client Management Associate. This role requires managing institutional client relationships, ensuring high service levels, and supporting the Financial Advisor Service Team. Candidates should possess excellent communication skills, attention to detail, and a related college degree. This is a full-time position with a salary between $65,000 and $75,000, offering benefits and a collaborative work culture.
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Position Requirements
10+ Years work experience
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