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CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:Minimum Qualifications:
Desired Qualifications/Skills:
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
WHERE will you be working?
One Liberty Square, 10th Floor | Boston, MA 02109
This position offers a hybrid work arrangement after 90 days of employment #hybrid
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
Full Time
$79k-104k (estimate)
05/27/2024
06/15/2024
captrust.com
RALEIGH, NC
500 - 1,000
1989
Private
J FIELDING MILLER
$50M - $200M
Investment Management
CAPTRUST is a provider of wealth management and investment advisory services for individuals and businesses.
The following is the career advancement route for Relationship Management Associate positions, which can be used as a reference in future career path planning. As a Relationship Management Associate, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Management Associate. You can explore the career advancement for a Relationship Management Associate below and select your interested title to get hiring information.