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Senior Institutional Client Partner

CAPTRUST, Phoenix, AZ, United States


A financial services firm is seeking a Senior Institutional Client Management Associate to enhance client relationships and support the Financial Advisor Service Team. Responsibilities include managing client interactions, developing reports, and ensuring service excellence. Ideal candidates possess a bachelor's degree and 3 years of industry experience, along with strong communication and technical skills. This full-time role is based in Phoenix, AZ, with a salary range of $65,000 - $75,000 depending on experience. #J-18808-Ljbffr