Wealth Management Client Relations Associate | Hybrid Boston

CapTrust Advisors, LLC seeks a Relationship Management Associate in Boston, MA. This role offers the opportunity to deliver high-level customer service and assist in various client-related projects. Responsibilities include managing client meetings, executing financial planning tasks, and coordinating with team members. Candidates should have strong communication skills and a four-year college degree. A salary between $65,000 - $75,000 is offered along with other competitive benefits. The role transitions to a hybrid work model after training.
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