CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector.
The ideal candidate will have excellent communication skills, strong proficiency in Microsoft Office, and a commitment to high-quality customer service. Benefits include a discretionary bonus and comprehensive health coverage.
#J-18808-LjbffrWealth Client Experience Consultant in phoenix at Unknown Company
This position is listed as full time and onsite.