Wealth Client Services Consultant

Posted yesterday

examplecorpsandboxMinneapolis (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations. Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.