CAPTRUST

Responsibilities Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs to prepare quarterly reviews, proposals, and other client related materials, this includes…

Overview: WHO are we looking for? CAPTRUST is seeking a Quality Assurance Associate who will be responsible for designing and implementing tests, debugging and defining corrective actions. The QA Associate will also review system requirements and track quality assurance metrics.…

Overview: WHO are we looking for? CAPTRUST is seeking a Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees,…

Overview: WHO are we looking for? CAPTRUST is offering a paid Spring Tax Intern in our Phoenix, AZ office that provides hands on exposure to the inner workings of a leading wealth management firm with a robust tax practice. From…

Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained…

Overview: WHO are we looking for? CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a wealth management firm. This position will be wealth planning, wealth management and insurance…

Overview: WHO are we looking for? CAPTRUST is seeking an Accounts Payable Associate who will be responsible for processing vendor invoices and payments along with assisting in expense report processing. The AP Associate should have good communication skills as they…

Overview: WHO are we looking for? CAPTRUST is seeking a detail oriented and motivated Product Specialistto support and administer our Microsoft Dynamics 365 CRM platform. This role will work closely with the Product Manager, IT, and business teams to configure…

Overview: WHO are we looking for? CAPTRUST is offering a paid internship in our Brentwood, TN office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial…

Overview: WHO are we looking for? CAPTRUST is seeking an Administrative Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. This is a full time permanent position, working…