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3Sixty Legacy Financial Group Logo
3Sixty Legacy Financial Group

Cincinnati, Ohio

WSDD CPAs, Ltd.

Chicago, Illinois

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Family Office Accountant

Glenview, Illinois

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Canella Financial Group

Pittsburgh, Pennsylvania

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Leatherman Tool Group Inc.

Portland, Oregon

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Mountain America Credit Union

Sandy, Utah

Bessemer Trust

Seattle, Washington

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Government Employee Benefit Association

Hanover, Maryland

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SDC CPAs, LLC

Aurora, Illinois

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Stepp & Rothwell, Inc.

Overland Park, Kansas

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Wealth Client Services Manager
WHO are we looking for? CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary responsibilities may include the following, amongst others: Lead a team of 12 to 20 client service team representative


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