Captrust is seeking an Institutional Client Management Consultant to service and retain institutional client relationships, including corporate retirement plans and external vendor partners. You will work with one or several financial advisors to ensure high-quality service, timely responses, and accurate reporting while maintaining professional standards and deadlines.
The role emphasizes collaboration with internal teams and external partners, strong organizational skills, and a client-focused
#J-18808-LjbffrInstitutional Client Advisor – Retirement Plans in charlotte at Unknown Company
This position is listed as full time and onsite.