Senior Wealth Client Management Associate
CAPTRUST
Rochester, NY Posted October 23, 2026
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Job Description
WHO are we looking for?
- CAPTRUST is seeking a full-time Senior Wealth Client Management Associate to work with one to several financial advisors to service and retain wealth client relationships.
- The Senior Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families.
- The candidate also recommends solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians.
Primary responsibilities may include the following, amongst others:
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