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Associate | Relationship Management

captrust · Brentwood, TN, US

External listingFull-timeabout 2 months ago

About The Role

WHO are we looking for? CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level service to the firm. The Associate plays a critical role in delivering high-quality client experience by managing client onboarding, supporting financial planning, and ensuring seamless execution of service and operational workflows. This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This opportunity is for our...

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