Wealth Client Services & Coordination Associate
Job in
West Chester Township, Butler County, Ohio, USA
Listed on 2026-07-31
Listing for:
CAPTRUST
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
CAPTRUST is seeking a Wealth Client Management Associate to support Client Management Consultants in delivering excellent client service. You will assist with day-to-day tasks, onboarding, and coordinating responses to client inquiries to ensure timely, accurate outcomes.
Responsibilities include preparing quarterly reviews, maintaining client data in CAPCONNECT, and collaborating with teams across offices.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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