Wealth Client Relations Associate (Hybrid - Boston)

CAPTRUST is seeking a Relationship Management Associate in Boston, MA, to provide high-level customer service and support to clients. The role involves managing client projects, preparing for meetings, implementing portfolio changes, and assisting with tax return preparation. Candidates should have a four-year college degree, proficiency in Microsoft Office, and 0-2 years of relevant experience. A competitive compensation range of $65,000 - $75,000 is offered, along with various benefits and a transition to hybrid work.
#J-18808-Ljbffr