Wealth Client Success Associate II
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
CAPTRUST seeks a Wealth Client Management Associate II to support Client Management Consultants with daily client service, research, and issue resolution. You will help prepare quarterly reviews, proposals, and client materials, while maintaining CAPConnect records and SharePoint document uploads.
You will also assist with reviews of client activity, contracts, and reports, ensuring accuracy and timely delivery in a fast-paced environment.
The following role is for a Wealth Client Success Associate II with Captrust.
Join us at Captrust as our next Wealth Client Success Associate II in Sanford, NC, United States.
We are currently recruiting a Wealth Client Success Associate II for our team in Sanford, NC, United States.
This is a great opportunity to take on the Wealth Client Success Associate II role at Captrust.
As a Wealth Client Success Associate II, you will play an important part at Captrust in Sanford, NC, United States.
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