← Back to job listings
CA
Wealth Operations Senior Associate
captrust · Phoenix | US-NC-Raleigh, AZ, US
About The Role
WHO are we looking for? CAPTRUST is seeking a Wealth Operations Senior Associate who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a...
This is an external listing. JobSpring does not represent or verify the employer. Report this listing
JobSpring