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Institutional Client Relations Specialist

CAPTRUST, Charlotte, North Carolina, United States, 28245

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A leading financial services firm is seeking an Institutional Client Management Associate to support its Financial Advisor Service Team. This full-time role focuses on maintaining exceptional client relationships, managing service needs, and producing detailed reports and presentations. The ideal candidate brings a bachelor's degree in a related field, 1-3 years of experience, and outstanding attention to detail, communication skills, and technical proficiency in Microsoft Office applications. This position is located in Charlotte, NC, and is not remote. #J-18808-Ljbffr