Wealth Client Management Consultant
CAPTRUST
Allentown, Lehigh County$68,473 - $68,473 est.Full-timePosted 1 day ago
WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensiv…
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