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Senior Institutional Discretionary Operations Specialist

CAPTRUST, Raleigh, NC, United States


A financial services firm is seeking a Senior Institutional Discretionary Associate in Raleigh, NC. The successful candidate will support discretionary client relationships and execute fund changes while ensuring client satisfaction. This full-time role requires strong communication skills, attention to detail, and 3-5 years of experience in client service within investment advisory or financial services. Benefits include health coverage, a bonus plan, and a supportive work culture. #J-18808-Ljbffr